Docs | Cubik Ai Chatbot

GETTING STARTED

Installing Cubik Ai Chatbot

Cloud

To display the chat on your website go to https://chatbot.cubik.com.my/account/?tab=installation and copy the embed code, then paste it into your website pages.

CONVERSATIONS

Manage Conversations

Conversations have a total of four different statuses: mark as read, archive, delete and restore. You can manage the status of a conversation by opening it in the conversations area and then clicking any of the corresponding icon buttons in the top right of the conversation window.

Search for conversations

You can search for conversations by department ID, assigned agent ID, conversation title, conversation ID, message text, message attachments name, user first name, user last name, user email

Information

When you empty the trash, all the conversations in the trash are permanently deleted.
When a user sends a new message to an archived or trashed conversation, the conversation is automatically restored and will now be visible in the Inbox area.
Trashed conversations are deleted automatically after 30 days.
When a user is deleted, all the conversations and messages are permanently deleted too.
An agent can delete their messages by opening the message menu and clicking Delete. The message menu becomes visible when you hover the mouse cursor over the message.

Text Editor and Automated Messages Features

The text editor of the admin area and automated messages(example: welcome and subscribe messages) can be used to create stylized messages:

Links formatting — All text links are automatically converted to clickable hyperlinks.
Text formatting — The editor also supports text formatting syntax:
- To make text bold, surround it with *: *your text*.
- To make text italic, surround it with __: __your text__.
- To make text ~~strikethrough~~, surround it with ~: ~your text~.
- To insert a single-line code comment, surround it with `: `your text`.
- To insert a code block, surround it with ```: ```your text```.
HTML and other code languages — For security reasons, no HTML, JavaScript (JS), or other code languages are permitted. However, you can use HTML snippets by utilizing custom rich messages (discussed below).
To insert a line break into a message, use the keyboard combination SHIFT + ENTER or CTRL + ENTER.

Merge fields

Merge fields are strings replaced by external values when used. Merge fields can be used in any message or automated message, including chatbot messages.

Code	Description
{user_name}	Full name of the active user.
{user_email}	Email of the active user.
{agent_name}	Full name of the active agent.
{agent_email}	Email of the active agent.

Rich Messages

Rich messages are special messages with interactive features like buttons, dropdowns, or inputs. They allow an agent to request information from the user via a user input form or to diplay interactive contents. Rich messages can be inserted into a chat message using shortcodes. Shortcodes accept various parameters like title and description. The available rich messages are listed below.

How it works:

Create and send

Create a rich message by inserting the shortcode into the text editor of the admin area. Customize all of the parameters with your information and send your message.

Message is displayed

When a shortcode is used, the user sees the rich message (not the shortcode) and can select or enter the required information to complete the form submission.

User's response is submitted

Once the rich message form has been filled out and sent by the user, a success message is shown and the form data is saved.

Rich Messages

Name	Shortcode	Description
Card	[card image="URL" header="TITLE" description="Lorem ipsum dolor sit amete" link="URL" link-text="Purchase" extra="$599" target="_blank"]	Call-to-action card with an image, title, description, link, and more.
Slider	[slider image-1="URL" header-1="TITLE" description-1="Lorem ipsum dolor sit amete" link-1="URL" link-text-1="Purchase" extra-1="$599" image-2="URL" header-2="TITLE" description-2="Lorem ipsum dolor sit amete" link-2="URL" link-text-2="Purchase" extra-2="$599" target="_blank"]	Slider of call-to-action cards with an image, title, description, link, and more. You can add up to 10 slides.
Slider images	[slider-images images="URL,URL,URL"]	Slider of images.
Chips	[chips options="A,B,C"]	List of buttons.
Buttons	[buttons options="A,B,C"]	List of buttons.
Select	[select options="A,B,C"]	Dropdown list of options.
Inputs	[inputs values="A,B,C" button="Send now"]	List of text inputs.
Email	[email name="true" last-name="true" phone="true" phone-required="false" placeholder=""]	Form to collect the user's email and phone number. All attributes are optional. Follow up settings used as default values. Add the attribute required-messaging-apps="true" to force users to provide their email and phone on messaging apps.
Registration	[registration]	Registration form.
Timetable	[timetable]	Timetable.
Articles	[articles link="https://demo.chatbot.cubik.com.my/articles-demo"]	Articles with search area. The link attribute is used as fallback message for Facebook Messenger, WhatsApp, Telegram messages.
Rating	[rating label-positive="Helpful" label-negative="Not helpful" label="Rate and review" success-negative=""]	Agent rating form. To make the rating shortcode work on WhatsApp, Messenger, Telegram you need to use Dialogflow and the chatbot, create a new Intent with rating as input Context, nothing as output Context, a list of the user's most common messages for a positive rating as Training phrases(e.g. good, positive) and { "rating": 1, "force-message": true } as Custom Payload response. For the negative rating create a new intent with same context but replace the training phrases and the custom payload to { "rating": -1, "force-message": true } . The shortcode must include also a title or message.
List	[list values="A,B,C"]	Text list.
List double	[list values="A:X,B:Y,C:Z"]	Text list with titles.
List image	[list-image values="URL:A,URL:B,URL:C"]	Text list with titles and images.
Table	[table header="A,B,C" values="A:B:C,A:B:C,A:B:C"]	Table.
Button	[button link="https://cubik.com.my" name="Click here" target="_blank" style="link"]	Display a link or open an article. The attribute target="_blank" is optional and open the link in a new window. The attribute style="link" is optional and change the button design. To open an article on click the link value must be #article-ID, replace ID with the article ID.
Video	[video type="youtube" id="0TImic4N1ko" height="350"]	Display a YouTube or Vimeo video. The value of the attribute type can be youtube or vimeo. The attribute id is the ID of the video, get it from the URL. The attribute height is optional and sets the video height in px.
Image	[image url="https://cubik.com.my/media/admin.png"]	Image.
Share	[share fb="https://cubik.com.my/" tw="https://cubik.com.my/" li="https://cubik.com.my/" pi="https://cubik.com.my/" wa="https://cubik.com.my/"]	Social share buttons.

Global parameters

All of the rich messages support the following parameters:

Parameters	Description
id="123"	The ID of the rich message (used also to save the JSON data).
title="ABC"	The rich message title.
message="ABC"	The rich message description that appears underneath the title.
success="ABC"	The message that appears when the user completes and sends the rich message. The user input is appended to this message.
settings="ABC"	Extra field for optional extra values.

Rich message response

When a user completes a rich message, the response data is saved in JSON format in the database under table sb_messages and column payload. Example:

{"rich-messages":{"4Voyu":{"type":"email","result":{"email":["example@gmail.com","Your email ..."]}}}}

Custom rich messages

You can create custom rich messages with your own custom content by going to Settings > Miscellaneous. Currently, custom rich messages are static and there are no interactive options available as there are with shortcodes. However, you can insert custom HTML codes.

HTML codes

When creating a custom rich message, you can use the following codes:

Code	Description
<a href="https://www.google.com" target="_blank" class="sb-rich-btn sb-btn">Click here</a>	Link with button design.
<a href="https://www.google.com" target="_blank" class="sb-rich-btn sb-btn-text">Click here</a>	Link.
<div class="sb-image"><img src="https://via.placeholder.com/1500x600" class="sb-image" /></div>	Image that zoom on click.

Code

Description

<a href="https://www.google.com" target="_blank" class="sb-rich-btn sb-btn">Click here</a>

Link with button design.

<a href="https://www.google.com" target="_blank" class="sb-rich-btn sb-btn-text">Click here</a>

Link.

<div class="sb-image"><img src="https://via.placeholder.com/1500x600" class="sb-image" /></div>

Image that zoom on click.

Attachments

The following image formats are displayed automatically:.jpg, .jpeg, .png.
For instructions on sending attachments with a chatbot, click here

USERS

Manage Users

Manage users from the Users area in the left menu of the admin area.

Search users

You can search users by name, surname, email, and custom fields.

Delete users

You can delete a user by opening the User edit box and then clicking Delete user. To delete multiple users at once, select the users you want to delete from the Users table and then click the top right Delete icon.

When a user is deleted, all of their conversations and messages are automatically deleted permanently.
If a user of a deleted user come back to the website, a new user is automatically created.
Visitors are automatically deleted every 24 hours.

Additional user table columns

To display additional columns in the user table go to Settings > Admin > Users table additional columns and add the new columns. The value of each column is the slug of the user detail or extra user detail you want to display. The slug is lowercase and with spaces replaced by the char -. For example, the slug of the extra user detail "Date of birth" is "date-of-birth".

User types

Type	Description
user	A "user" is any user with an email.
lead	A "lead" is any user with no user details, who is automatically registered, and with at least one conversation.
visitor	A "visitor" is any user who has not started a conversation. Note: Visitors are automatically deleted every 24 hours.

Manage Agents

Manage agents from the Users area. An agent is a special user that can log in to the admin area and reply to all of the conversations. There are two types of agents: Agents. Admins are the only ones that can create new Agents; they also have access to the settings area. Agents can only manage users and conversations.

Information

New users are automatically displayed in the user table in real time.
To view online users and receive the online user notification enable Settings > Users > Register all visitors.
To receive the online user notification you need to enable also Settings > Miscellaneous > Pusher.
The log-in form is shown only if the registration password field is shown.
If Settings> Users > Allow Duplicate Emails is enabled and a user enters an already registered email, a new user is created and the email is removed from the old user. The new user will not have access to the old user's messages and conversations. You can also automatically log in a user via URL parameters.

SETTINGS

Settings

Office Hours

You can set the office hours timetable from Settings > Miscellaneous. Office hours are used for:

Automatically displaying the timetable and a message when a user sends a message during out-of-office hours or if all agents are offline. To enable this feature set up the Offline message at Settings > Messages > Offline Message. The offline message is sent to the same user maximum 1 time per hour.
Disabling and hiding the chat during out-of-office hours.
Disabling the Dialogflow chatbot during regular office hours and enabling it during out-of-office hours.

More information

Blank values in the timetable settings are considered out-of-office hours.
The office hours are in UTC format. Your UTC is generated automatically when you click the field Settings > Miscellaneous > UTF offset. To manually get the UTC offset of your area, go to: wikipedia.org/wiki/List_of_UTC_time_offsets and copy the offset (e.g. for UTC −12:00, enter -12). Only integers are accepted. If your offset is not an integer (e.g. UTC -12:30 or UTC -12:45), try searching for an alternative UTC offset. If you can't find an integer offset, you will need to manually adjust the times in the office hours table to fix the gap.
The date and time format of the timetable matchs automatically the one used in the country of the browser language of the user.
The offline message is not sent automatically if Settings > Dialogflow > Human takeover is active. When the Dialogflow human takeover option is active, the offline message is sent only on human takeover.
The offline message is not sent is you're using the Slack app and you or any other agent is online via Slack.

Knowledge Base Articles

Knowledge base articles provide instant answers to customers to help reduce customer support volume. To manage the articles, go to Settings > Articles. Articles support HTML code, which can be used to add images, videos, and other content. Here are some HTML code examples that you can use:

Name	Code
Button	<a href="https://www.google.com" target="_blank" class="sb-rich-btn sb-btn">Click here</a>
Image	<img src="https://via.placeholder.com/1500x600" />
Image with lightbox	<div class="sb-image"><img src="https://via.placeholder.com/1500x600" class="sb-image" /></div>
Video	<video controls><source src="video.mp4" type="video/mp4"></video>
YouTube and Vimeo	Enter the embed code provided by YouTube or Vimeo

Display articles

The articles can be shown in the chat dashboard by enabling them from the Settings > Chat area.
The articles can be shown in a dedicated page by inserting the code <script>var SB_ARTICLES_PAGE = true;</script> into any page showing the chat. To set the location of the articles area Enter the code <div id="sb-articles" class="sb-loading"></div>.

More information

Translate the categories from Settings > Translations by adding the translation name and its translation.
If you use categories, only the articles assigned to a category are displayed.
If there is at least one translated article in the user's language, only the translated articles are displayed.
Articles are synchronized automatically with the Dialogflow knowledge base if the Dialogflow app is installed.
You can create an internal chat link to an article with the button rich message.
You can create external article links with the URL attribute article=ID, repalce ID with the article ID. Example: https://cubik.com.my/articles-demo?article=Ucsx6.

Language and Translations

Cubik Ai Chatbot is fully multilingual and provides powerful features to detect the user's language on the fly.

Edit translations

To edit the languages of both chat and admin, go to Settings > Translations. Some settings, such as e-mail contents, are directly translatable and therefore do not need to be translated here.

Chat language

Cubik Ai Chatbot is already translated into 41 languages. There are many options available to set the language:

Go to Settings > Chat and check the Translate automatically option. This feature will automatically use the chat language of the user's browser.

Information

If a translation string is missing, add it by clicking the button Add new translation.
If a translation string is not working, make sure to remove all white spaces and break lines at the start and the end of the string.
Some special chars like & are replaced by the HTML equivalent code (see https://www.w3schools.com/html/html_entities.asp). Ex. & is replaced by &

Departments

Departments give you the power to distribute conversations and assign various agents to specific departments. For example, you can create a department entitled "Sales" and assign specific conversations to that department. To start using departments, follow the steps below:

Go to Settings > Miscellaneous and add your required departments. After saving, reload the page.
Go to Users > Agents and edit an agent, you will see a new field where you can set the department of the agent.
Reload the page and you're done! In the Conversations area, you will now see an option to set the department.

Settings

Display in dashboard Displays the departments' list in the chat dashboard and force users to choose a department before starting a conversation.
Display images Displays the department image instead of the department color.
Label Replace the label Departments (plural) with another text. The name is displayed in the admin and tickets area.
Label single Replace the label Department (singular) with another text. The name is displayed in the admin and tickets area.
Dashboard title Set the title of the chat dashboard list. Default: Departments.

How it works

Agents and admins can only access conversations, users, and agents that have been assigned to their specific department.
When an agent is assigned to a new department, an email notification is sent to all of the agents assigned to the new department.
The General department is global and gives agents access to all of the conversations within all departments. Also, all agents without a department are automatically assigned to the General department.
Admins with no assigned department always see the conversations of all departments.
The chatbot can assign a department to the active conversation via dialogflow actions.

How to assign a department

You can assign a department to a conversation in several ways:

Via Settings > Miscellaneous > Departments settings > Display in dashboard. This setting will force the user to choose a department when starting a new conversation.
Via Settings > Automations > More.

Queue

When the queue is activated via Settings > Miscellaneous > Queue, users enter into a queue automatically when an agent's chat limit is reached. When a user enters the queue, a message with the current position in the queue and the estimated waiting time is displayed. Cubik Ai Chatbot automatically assigns the conversations to all available agents proportionately. When an agent marks a conversation as completed (by archiving it), the queue is updated and a new conversation is received.

More information

Only online agents are counted as "available" agents; only online agents will receive new conversations.
Admins are not included; admins always see all the conversations.
Agents must archive a conversation to mark it as completed; this will automatically give them access to the next conversation in the queue.
Agents can switch their status between online and offline by hovering over their profile image and then clicking the label of the profile pop-up at the bottom-left of the admin area.
Agents can only view their conversations; however, they can see all of the conversations of a single user.
Agents can only search and filter their conversations.
The waiting time is displayed in minutes and is calculated as follows: queue position X response time = waiting time. For example, if a user is 5th in the queue, and the response time has been set to 4 minutes (via Settings > Miscellaneous > Queue), then the total wait time displayed to the user will be 20 minutes.
If a user is in the queue and leaves (e.g. by closing the browser) for more than 1 minute, the conversation is saved; however, once the user comes back, the queue is reset and the user will lose their previous position.
The queue is compatible with the departments.
If Dialogflow human takeover is active, the queue is activated only on human takeover.
For conversations started from messaging apps like WhatsApp, it is not possible to respect the limit of conversations per agent, all conversations will be immediately and proportionally assigned to an agent.
Use Settings > Messages > Offline message to prevent the chat from showing the queue update message to the user.
When the sound option is active, a sound is played when it's the user's turn.

How to test the queue

To simulate multiple users and agents, open the chat in multiple different browsers (e.g. Opera, Firefox, Brave, Chrome, etc.). Each browser can simulate two users/agents: one in normal mode and one in "private" or "incognito" mode.
To reset the chat and start a new user session, open the browser console, enter SBF.reset(), and press ENTER.

Routing

When the routing is activated via Settings > Miscellaneous > Routing, Cubik Ai Chatbot automatically assigns the users conversations to all available agents proportionately.

Information

Conversations are assigned to online agents first. If all agents are offline, conversations are assigned proportionally between all agents.
Conversations are assigned to agents with less active conversations. A conversation is active if it's not deleted, or archived. If routing is active, you should archive the conversations once completed.
Admins are not included; admins always see all the conversations.
Agents can switch their status between online and offline by hovering over their profile image and then clicking the label of the profile pop-up at the bottom-left of the admin area.
Agents can view only their conversations; however, they can see all of the conversations of a single user.
Agents can search and filter only their conversations.
The routing is compatible with the departments.
When routing is active agents can manually route conversations to other agents from the right panel of the conversations area.
If the conversation is archived and the user reopens it in the future by sending a new message, if the assigned agent in the conversation is offline, the conversation is assigned to another agent.

Manual routing

When the routing is activated via Settings > Miscellaneous > Hide conversation of other agents agents see only their own conversations and can select the unassigned ones.

Agents menu: displays the agents' menu to assign the active conversation to another agent.
Routing if offline: if the conversation is archived and the user reopens it in the future by sending a new message, if the assigned agent in the conversation is offline, the conversation is assigned to another online if there is at least one, otherwise to no agent.
View unassigned conversations: allow agents to view the unassigned conversations, when an agent replies the conversation is automatically assigned to him and the conversation is removed in real-time from the admin area of the other agents. Check this option to enable the manual routing.

Email piping

Email piping lets you, your agents, and your users reply to chat messages via email.

Activation

To activate the email piping go to Settings > Notifications > Email piping and enter your POP3/IMAP email server information, then set the email address to use for the email piping in Settings > Notifications > SMTP and you're done! The email address must be the one to which the email piping server connects to. Cubik Ai Chatbot will send all emails from this email address and you, your agents, and your users will reply to this email address.

Information

The setting Notifications > User email notifications must be enabled to send replies to the user email.
If you're using the Dialogflow App, and the settings Settings > Dialogflow > Human takeover is active, no emails are sent if the chatbot knows the answer.
If the setting Convert all emails is active, all emails sent to your inbox will be converted to chat messages, mind that all emails, including spam, promotional emails and more would be wrongly converted too.
If the setting convert all emails is active, email sent by email addresses of agents and admins will be ignored, use another email address for testing.
If the setting convert all emails is active, each email sent directly to the email piping address will generate a new user conversation.
You can not use the same email address used for the email piping to reply. All your Cubik Ai Chatbot agents and admins must use a different email address.
Agents must reply via email from the same email address registered in Cubik Ai Chatbot .
When agents reply in Cubik Ai Chatbot, emails are always sent to the user, even if user email notifications are disabled.
The email is sent to the Agents only if they are offline. If they are online no emails are sent.
For Google Gmail and Google Workspace emails, you need to replace your Google password with a Google app password, details on https://support.google.com/accounts/answer/185833 (Create & use App Passwords section). Enter imap.gmail.com as host and 993 as port.
Email piping requires php5-imap module (IMAP module). If it's not installed on your server you can install it with the command apt-get install php5-imap. If you have issues contact your hosting/server support.
The Delimiter option add a text at the top of all emails:
### Please type your reply above this line ###
. This text tells Cubik Ai Chatbot to delete all the content below it and it's usefult to cut out all of the reply quotes. Activate it if you see duplicated messages in the chat. If this option is active, you and your users can not use the string ### in the emails.
Email attachments are supported.
In order for email piping to work, email replies must contain the Cubik Ai Chatbot recipient's name. Ex. Cubik Ai Chatbot | SB2457-4734 <example@email.com>. All major email clients like Outlook Web, Outlook, Gmail, Yahoo Mail, support the recipient's name by default via chatbot reply or reply all buttons.
Because of the nature of how emails work, each email client uses their personal codes, delimiters, and automatic strings, and more. For this reason, some chat messages converted from emails can contain invalid texts. We are working to optimize as many email clients as possible, for now, the following email clients are optimized and should not return any invalid text: Outlook Web, Outlook, Gmail, Yahoo Mail.
Email piping supports departments, if the user's conversation is assigned to a department, the email notifications are sent only to the agents assigned to that department.

* If you are using the cloud version the URL is https://chatbot.cubik.com.my/script/include/api.php?piping=true&cloud=API-TOKEN, replace API-TOKEN with your API Token (https://chatbot.cubik.com.my/account/?tab=installation)

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Pusher

Activate Pusher (recommended) to use the WebSockets instead of HTTP AJAX requests for the chat functionalities. WebSockets drastically improve the chat performance by removing the need for repeated AJAX requests to your server for checking for new messages and conversations. WebSockets also improve responsivness of the chat: faster messages delivery, more accurate online and typing status, more accurate online users list and more.

Activation

Go to https://dashboard.pusher.com/accounts/sign_up and create a new account.
From your dashboard at https://dashboard.pusher.com, choose the Channels product by clicking Get started.
Enter the name of your app and choose the cluster closest to your location.
From the left menu of the dashboard click App Settings and enable client events.
From the left menu of the dashboard click Keys, copy App ID, Key, Secret, Cluster.
Go to Settings > Miscellaneous > Pusher, and paste app ID, key, secret, cluster.
You're done.

Information

Pusher is free to use for up to 200k messages and 100 concurrent connections per day. Messages are used for the following functions and more: user registration, online user status, chat messages, and chatbot messages. Pusher channels count calculation is explained here.
When Pusher is active the following AJAX requests are replaced by WebSockets: checking for new messages, checking for new conversations, online/offline status, typing status, online users list.
When Pusher is active the last activity value of users and agents is updated only on page load or when they send new messages.
When Pusher is active the option Settings > Users > Register all visitors is automatically activated and it can not be disabled.

Direct messages

Direct messages allow you to send а single chat message, email, or text message, to a single user or several users. Read the information below to understand how it works.

General

To send a message go to the Users area and click the direct message icon. Direct message buttons are also available in the profile box of the user.
To send a message to all users, enter All in the User IDs field.
To send a message to a group of users, enter their IDs in the User IDs field. You can check the users and then click the direct message icon to enter the IDs automatically.
All message types support merge fields.

Direct chat message

The chat message is sent to the active conversation, if any, otherwise to a new conversation.
If the option Settings > User email notifications is active, all users with an email are notified via email.
If the option Settings > Text message notifications > Active for users is active, all users with a phone number are notified via text message.
If the option Settings > Push notifications is active, a push notification is sent to all users.
The message is also sent to messaging apps such as WhatsApp and Messenger if the user is connected to them.
To send a message to all users of a single messaging app enter one of the following strings: whatsapp, messenger, instagram, telegram, twitter, google, wechat. Enter tickets to send a message only to the users who created a Cubik Ai Chatbot ticket via the Tickets app.

Direct email

Email header and email signature are automatically included in all emails, set them from Settings > Notifications.
The HTML language is supported.
The subject supports merge fields.

Direct text messages

To enable direct text messages you must enable the SMS in Settings > Notifications > Text message notifications.

Automations

Automations allow running multilingual automatic tasks when conditions set by you are met.

To delete a condition, set it to empty. To disable an automation, delete all conditions.
Automations are sent only 1 time to users.
If you used an automation in the past, and users already received it, you need to delete the automation and create a new one to show it to the users.
Repeat only works if used in conjunction with date time.
When date time is used in conjunction with the criteria is exactly, the value must not contain hours and minutes (hh:mm). Ex. 25/10/2021 (25/10/2021 10:30 will not work).
The setting Settings > Users > Register all visitors must be active if there are message automations that are executed on page load.
City, countries, languages work automatically only if both the settings Settings > Users > Register all visitors and Settings > Users > Full visitor details are enabled.
Cities work only if the user detail location is set and equal to city, country, or if the user detail city is set.
Countries work only if the user details country_code, or country is set, or if the user detail location is set and equal to city, country. The country name must be in english.
languages work only if the user details browser_language, or language is set.
A visitor is a Returning visitor only if it visits the website again after 24h or more.
The pop-ups appear only if the chat is closed, and they overwrite the default pop-up. You can check the message fallback option to send a message instead of showing the pop-up if the chat is open.
You may need to enable Settings > Users > Register all visitors if you want to send an automated message to new users.
Chat messages and popup fallback messages are sent only if the last user or agent message of the conversation is older than 10 minutes. This feature prevents unwanted automated messages to be sent during an agent-user conversation.
The Custom variable condition check for the JavaScript variables with the given names and values. For example, the condition example=ABC is met if into the chat's page there is this JavaScript code: var example = "ABC";. Add multiple variables separated by commas.

Follow the steps below to complete the synchronization with your newsletter service. The user is subscribed in the following cases: registration form, user update, follow-up message, subscribe message, email shortcode.

Mailchimp

To get the Key, follow the docs at https://mailchimp.com/help/about-api-keys/.
To get the List ID, follow the docs at https://mailchimp.com/help/find-audience-id/.

Sendinblue

To get the Key, follow the docs at https://account.sendinblue.com/advanced/api.
To get the List ID, follow the docs at https://my.sendinblue.com/lists.

SendGrid

To get the Key, follow the docs at https://app.sendgrid.com/settings/api_keys.
To get the List ID, enter in SendGrid and click Marketing > Contacts(https://mc.sendgrid.com/contacts), then click on a list, or create a new one. The last part of the URL is the list ID. Ex. https://mc.sendgrid.com/contacts/lists/8558c1e7-3c99-4428-a68f-78df2e437f8e (the list ID is 8558c1e7-3c99-4428-a68f-78df2e437f8e).

Elastic Email

To get the Key, enter in Elastic Email, then click Settings from the top right profile menu. Click Create Additional API key (https://elasticemail.com/account#/settings/new/create-api), set a name and choose Plugin or Full access, or Custom and make sure the permission Contacts is set to View & Modify.
The List ID is the list name. Important! Existing list's or segment names must not have any spaces in them.

Campaign Monitor

To get the Key, enter in Campaign Monitor, then click Account settings from the top right profile menu. Click API keys > Generate API key.
To get the List ID, enter in Campaign Monitor, then click List and subscribers from the top menu. Select a list and then click Settings from the left menu and copy the List API ID.

HubSpot

To get the Key, enter in HubSpot, then get it from Settings > Integrations > API key.
To get the List ID, enter in HubSpot, then get it from Contacts > List > List details.

Moosend

To get the Key, enter in Moosend, then click Settings > API key .
To get the List ID, enter in Moosend, then get it from Audience > Email lists.

GetResponse

To get the List ID, enter in GetResponse, then get it from Lists > Your list > Settings(https://app.getresponse.com/lists). Copy the List token value.
To get the Key visit https://app.getresponse.com/api.

ConvertKit

To get the Key, enter in ConvertKit, then get it from Settings > Advanced > API secret .
To get the List ID, enter in ConvertKit, then get it from Grow > Landing Pages & Forms. Open you form and copy the numeric part of the URL. For example the ID of the form with URL https://app.convertkit.com/forms/designers/3003412/edit is 3003412.

ActiveCampaign

To get the Key, enter in ActiveCampaign, then get it from Account settings > Developer.
To get the List ID, enter in ActiveCampaign, then get it from Left menu > Lists or Left menu > Contacts > Lists. Open your list and copy the list ID in the URL. For example the ID of the list with URL https://schiocco.activehosted.com/app/contacts/?listid=1&status=1 is 1. The list ID must be in this format: domain:list-ID. The domain is the first part of your dashboard URL. For example the domain of https://schiocco.activehosted.com/ is schiocco and the final value to insert in Cubik Ai Chatbot is schiocco:1.

MailerLite

To get the Key, enter in MailerLite, then get it from Left menu > Integrations > MailerLite API.
To get the List ID, enter in MailerLite, then get it from Left menu > Subscribers > Groups. View a group and copy the Group ID from the URL (e.g. ....group=18783408688903967...).

Mailjet

To get the Key, visit https://app.mailjet.com/account/apikeys, or enter in Mailjet, then get it from Account settings > Account settings.
To get the List ID, enter in MailerLite, then get it from Contacts > Contacts lists > Your list. Get the List ID by clicking the ? icon next to the lists's email. E.g. 1202546.

Amazon Web Services

Amazon S3

Upload attachments to your Amazon S3 bucket instead of the server where Cubik Ai Chatbot is installed. Follow the steps below to set it up.

Log in to AWS as the root user from https://aws.amazon.com/.
Enter the IAM dashboard and click Left menu > Access management > Users.
Click Add new user, enter the username and continue.
Select Add user to group and on the User groups section below click Create group. In Permissions policies search for AmazonS3FullAccess and select it. Click Create user group.
Assign the new group to the user you are creating and continue, then click Create user.
Select the newly created user and open the Security credentials tab.
In the Access keys area, click Create access key and select Application running outside AWS. Continue until you get the keys and save them in Cubik Ai Chatbot > Settings > Miscellaneous > Amazon S3.
Visit the Amazon S3 dashboard and click Create bucket.
Set the bucket name and region you want. Save the region and name in Cubik Ai Chatbot > Settings > Miscellaneous > Amazon S3. Check ACLs enabled and Bucket owner preferred. Uncheck Block all public access and all related checkboxes.
Click Create bucket.
This feature is technical and optional. Support does not cover any help related to this feature.

NOTIFICATIONS

Notifications

To understand how notifications work and when they are sent read the information below. If you think notifications are not working, most probably you're just testing them in the wrong way, please read the information below before asking for support.

Email notifications

Both agents and users can receive an email notification when a new message is received.

Email notifications for admin and agents

When a user sends their first message, if the conversation is assigned to a department, an email is sent only to the agents assigned to that department, if the conversation is assigned to a specific agent, an email is sent only to that agent, otherwise an email is sent to all agents who are not online at the moment. Subsequent emails are sent only to the last agent in the conversation.
Email notifications are sent only if the last agent in the conversation is offline.
If you're using the Dialogflow App, and Settings > Dialogflow > Human takeover is active, no emails are sent if the chatbot knows the answer.
If you don't receive the emails make sure they are working by sending a test email from Settings > Notifications > Test user email or Test agent email. If you don't receive the test email, your server, or your SMTP server, is not working. Open the browser console for more details about the error. Because this is not an issue related to Cubik Ai Chatbot , the support doesn't cover it, please contact your server/hosting/SMTP support instead.

Email notifications for users

When an agent sends a message to a user, an email is sent to the user only if the user is offline.
Only 1 email is sent. Subsequent messages will not trigger a new email alert.

Create the email

To manage the emails and create the contents go to Settings > Notifications. You can use text and HTML. New lines are automatically converted to <br />. You can use the following merge fields in the email. Merge fields are automatically replaced with the updated information.

Code	Description
{recipient_name}	The name of the user or agent who is receiving the email.
{sender_name}	The name of the user or agent who was sending the message that triggered the email notification.
{sender_profile_image}	The profile image of the user or agent who was sending the message that triggered the email notification.
{message}	The links to any attachments that were part of the message that triggered the email notification.
{attachments}	Emails may not be delivered for several reasons; below are the most common ones:

Problems?

Emails may not be delivered several reasons; below are the most common ones:

Reason	Description	Solution
Hosting problems	The email server of your web hosting provider is not able to send emails or the emails are sent but are automatically detected as spam and deleted by the email clients.	Please contact your web hosting provider regarding email support or use your SMTP server by activating it in Settings > Notifications > SMTP.
SMTP problems	The email is not sent also if you activated the SMTP option in the Notifications area.	We don't provide support for problems related to your SMTP. Send a test email to get details about the issue or use sendgrid.com, you can send 40000 emails for 30 days for free, then 100/day forever for free. Note: if you're using Gmail enter smtp.gmail.com as host and set 465 or 587 as port. You need also to allow access to Gmail to less secure apps, you can do it from https://myaccount.google.com/lesssecureapps.

Push notifications

Push notifications are like Desktop notifications but with some key difference. Desktop notifications, also called Web notifications, are requested directly by the client while Push notifications come from a server. The main difference is that the Push notifications work always, also if your device is offline, or Cubik Ai Chatbot is not open. Also, they are persistent and always visible until closed. Push notifications require an external service to work. We use Pusher, it is free to use for the admin notifications sent to the agents, and it's free to use for up to 2000 users/devices when sending notifications to the users. Unfortunately, Apple has yet to provide iOS support, but we hope it will come soon.

Activation

Go to https://dashboard.pusher.com/accounts/sign_up and create a new account.
From your dashboard at https://dashboard.pusher.com, choose the Beams product by clicking Get started.
Enter the Instance name and create the instance. You can enter any value you want.
From the left menu of the dashboard click Keys, copy the Instance ID and Primary key.
Enter the Cubik Ai Chatbot admin area, go to Settings > Notifications > Push notifications, and paste instance ID, primary key.
You're done.

Activation for users

Go to Settings > Notifications > Push notifications > Service Worker URL and enter https://chatbot.cubik.com.my/sw.js.
You're done.

Information

Pusher is free to use for up to 1000 concurrent subscribers. While you should be able to use the free plan for the admin area and all the agents, you may need a paid plan for Push notifications sent to the users depending on your site traffic.
Push notifications are currently not supported on iPhone and iOS devices. Push notifications are supported only on Mac, Windows, and Android devices.
Push notifications only work for full HTTPS websites. The only exception is localhost to ease development.
When a user click the notification the last page visited by the user is open and the chat is open automatically.
On desktop the browser needs to be running since that is the process that receives the push messages.
When push notifications are active, they replace desktop notifications.
On Android and mobile devices, desktop notifications may not work, in which case you need to use push notifications.
If Push notifications are active and not working, disable them and try again.
Push notifications can not be received on a desktop PC unless a browser is running.

Push notifications for admin and agents

When an agent click the notification the admin area is open and the right conversation is selected. If the admin area is already open the notification will not open a new tab.
When a user sends their first message, a Push notification is sent to all validated agents; subsequent notifications are sent only to the last agent in the conversation.
If you're using the Dialogflow App, and Settings > Dialogflow > Human takeover is active, no notifications are sent if the chatbot knows the answer.
If the Routing setting is active, only the agent assigned to the conversation receive the notification, admins see all conversations but don't receive notifications.
If the Queue setting is active, only the agent assigned to the conversation receive the notification. Notifications are not sent for messages sent by the user while waiting in queue. Admins see all conversations but don't receive notifications.
If a user conversation is assigned to a department, only the agents assigned to that department receive the notification.
If a user conversation is not assigned to any department, only agents with no assigned department receive the notification.
Notifications are not supported on iPhone and iOS devices.
Notifications are sent only if the last agent in the conversation is offline.
and Settings > Dialogflow > Human takeover is active, no notifications are sent if the chatbot knows the answer.
If push notifications are not working, make sure you allowed the notifications, in Chrome you can check this from Privacy and Security > Site settings > Notifications. If they don't work on a mobile device, try these steps too: install the PWA or delete it and install it again, restart the mobile device.

Desktop notifications

Notifications are not sent if the user is viewing a page with include the chat (the user browser is open and visible, and the active page contains the chat).
Notifications are not supported on iPhone and iOS devices.
Notifications work only for secure URLs that use HTTPS (not HTTP). Your Cubik Ai Chatbot admin URL must use HTTPS.
When push notifications are active, they replace desktop notifications.

Text message notifications

Both agents and users can be notified via text message when a new message comes in. Text message notifications are provided by Twilio. Twilio is a paid service, but it is cheap, and you can use the trial version to test text message notifications for free.

Activation

Go to https://www.twilio.com and create a new account.
Verify your phone number.
Complete the form and choose SMS.
Once into the dashboard, click Get a Trial Number, then Choose this number.
Enter the Cubik Ai Chatbot admin area, go to Settings > Notifications > Text message notifications, and paste account SID, auth token, trial number (or a purchased phone number). Find all details in the Twilio dashboard.
If you're using the trial version, you can send notifications only to verified numbers. Enter the Twilio dashboard and click the left button # (Phone Numbers), then click Verified Caller IDs and add your phone number.
To start using the service live and to receive text messages in Cubik Ai Chatbot you need to purchase a phone number. After the purchase go to Phone numbers > Manage > Active numbers, click your number, and enter the URL of Cubik Ai Chatbot , get it from Cubik Ai Chatbot > Settings > Notifications > Text message notifications > Get configuration URL.
You're done.

Information

All phone numbers must have the country code starting with the symbol + (eg. +15558675310).
You can get the user's phone number via registration form, follow-up message, subscribe messageor, or via [email] shortcode. You can manually enter the user phone from the admin area or via API.
When a user sends their first message, if the conversation is assigned to a department, a test message is sent only to the agents assigned to that department, if the conversation is assigned to a specific agent, a text message is sent only to that agent, otherwise an text message is sent an email is sent to all agents who are not online at the moment. Subsequent text messages are sent only to the last agent in the conversation.
Text message notifications are sent only if the last agent in the conversation is offline.
If you're using the Dialogflow App, and Settings > Dialogflow > Human takeover is active, no text messages are sent if the chatbot knows the answer.
To use the Sender ID feature enter the sender name in the Sender number field.

Sound notifications

Sounds work only after the user or agent interact with the document (the user or agent clicked somewhere).

ARTIFICIAL INTELLIGENCE

The settings below are related to the Artificial Intelligence app.

Installation

From Settings > Apps, click Artificial Intelligence and enter your license key to install and activate the app. If you have the cloud version click Active.

Human takeover

The human takeover happens in these cases:

When a human agent replies to a user's message.
When the Settings > Artificial Intelligence > Human takeover option is active. It is triggered automatically when the chatbot fails to understand a user's message or it can be requested manually by the user explicitly asking to contact a human agent.

General information

When the human takeover is activated the chatbot is automatically disabled for as long as the last human agent that replied to the conversation is online. If no agents have responded to the conversation yet, the chatbot will remain active. After that, the chatbot is activated again but no default fallback messages will be sent within 10 days of human takeover if the chatbot doesn't know the answer to the user's question in the same conversation. You can force a Dialogflow message to be always sent by adding to the Intent the custom Payload value "force-message": true.
The chatbot is fully activated again if the conversation is archived or deleted.
If you're using Slack, no messages will be sent if the chatbot knows the answer. Once the human takeover is active all conversation's messages are sent to Slack.
When a human agent reply to a user the human takeover is activated automatically.
The human takeover feature is compatible with OpenAI and will continue to function even if the Dialogflow chatbot is deactivated.
To fully disable the chatbot on human takeover, check the option Human takeover > Disable chatbot.
If the human takeover is already active, it will not be activated again, and the human takeover message will not be sent. The Fallback message will be sent instead.

Human takeover option

When the option Human takeover is active the following happens:

If enabled, the request is sent only if the message sent by the user is longer than 3 chars and contains at least two words. This optimization prevents mistaken requests.
The conversations to which the chatbot was able to answer correctly, are marked as read and moved at the bottom of the Inbox list.

When the user confirms the human takeover, or if it is automatic, the following happens:

The conversation is marked as unread and moved on top of the Inbox.
Any future user messages in the same conversation sent within 10 days of the human takeover will trigger agent notifications.
If agents email notifications are active, an email notification is sent to the agent assigned to the conversation, or, if the user's conversation is assigned to a department, to the agents assigned to that department, otherwise it is sent to all offline agents.
If Push notifications are active, a push notification is sent to the agent assigned to the conversation, or, if the user's conversation is assigned to a department, to the agents assigned to that department, otherwise it is sent to all offline agents.
If text message notifications are active, a text message is sent to the agent assigned to the conversation, or, if the user's conversation is assigned to a department, to the agents assigned to that department, otherwise it is sent to all offline agents.
No human takeover requests within 10 days of the human takeover will be sent in the same conversation.
The follow-up message and offline message are activated.
If queue settings are active, the queue or routing is activated.

Manual human takeover - Dialogflow Only

You can manually trigger the human takeover by creating a new Dialogflow Intent with the following Custom Payload response: { "human-takeover": true }.
The manual takeover automatically notify agents via email and leave the conversation marked as unread.
To manually send a human take over request use the chips rich message with ID sb-human-takeover. Ex. [chips id="sb-human-takeover" options="Human support,Cancel" message=""].

Manual human takeover - OpenAI Only

The human takeover can be requested manually by the user explicitly asking to contact a human agent. This setting is active by default. This setting is compatible only with the following OpenAI models: gpt-4o-mini, gpt-4o, gpt-4-turbo, gpt-4.

OpenAI Assistant

To enable human takeover on an OpenAI Assistant add the following function in the OpenAI functions area:

{
    "name": "sb-human-takeover",
    "description": "I want to contact a human support agent or team member. I want human support.",
    "parameters": {
        "type": "object",
        "properties": {},
        "required": []
    }
}

WhatsApp, Messenger, Telegram, and other messaging apps

The make the human takeover request work on WhatsApp, Messenger, Telegram and the other messaging apps, you need to create a new Intent with human-takeover as input Context, nothing as output Context, a list of the user's most common confirmation messages as Training phrases(e.g. ok, yes) and { "human-takeover": true } as Custom Payload response .

Smart reply

Smart Reply suggests quick responses in real-time during a conversation. Once active, you will see the suggested replies in the conversation area, if any.

Information

The Smart Reply feature initially checks for suggestions from the Dialogflow chatbot, provided it is active. If there is at least one suggestion, it will promptly display the results. However, if Dialogflow is inactive, or there are Dialogflow suggestions, the OpenAI suggestions will be returned instead.
If the language detection feature is active, the smart replies will use language detection as well.
If the multilingual via translation feature is enabled, the smart replies will utilize multilingual translation as well.
To read the complete text of a smart reply, hover the mouse pointer over it for a duration of 3 seconds.
To restore the previous message, press the keyboard shortcuts CTRL + Z.

Optimal configuration for the chatbot

Cubik Ai Chatbot provides powerful tools to assist you in the process of creating the chatbot.

Activate Artificial Intelligence > Google > Dialogflow chatbot. If you have general or specific inquiries that require a definitive response, or if you want to use rich messages like buttons, the Dialogflow chatbot is the best option and it can work alongside the OpenAI chatbot. The Dialogflow and OpenAI chatbots can work together simultaneously. More details here.
Keep improviding the chatbot from the chatbot training window.
Activate Artificial Intelligence > Smart Reply. More details here.
Activate the following OpenAI settings: Chatbot, Spelling Correction, Dialogflow spelling correction, Rewrite Message Button. More details here.
Train your OpenAI chatbot with your own content, more details here.
Set the value of Google > Dialogflow Intent detection confidence to 0.81.
If your website receives traffic from multiple countries, consider activating the following Google options: multilingual via translation, automatic translation, language detection.
Change the chatbot name from Settings > Users > Bot name.

Chatbot training window

You can open the chatbot training window from the conversation area by hovering the mouse over a message, opening the message's menu, and selecting Train chatbot.

If Dialogflow is active, a new Intent will be added to the main Dialogflow agent.
If OpenAI is active, the OpenAI chatbot will be trained automatically with the new information. You can control the questions and answers generated from this window from Chatbot > Training > Questions and answers.
The Services to update option let you choose what chatbots to update. When updating a Dialogflow Intent, a new OpenAI question and answer will be generated.
The training window is not compatible with OpenAI assistants.

Problems?

The most frequent reasons for OpenAI or Google not functioning properly are listed below. For more details about the issue, open the browser developer tools and then the console tab, send a message through the Cubik Ai Chatbot chat, and an error should appear in the console. On Chrome you can open the console from Settings > More tools > Developer tools > Console.

OpenAI and Google

There is a human takeover.
You can hire us to make the synchronization for you, details at the hire us page.

OpenAI

Click the Settings > Artificial Intelligence > OpenAI > Troubleshoot problems button and check for any error. If there is an error, it will be related to your OpenAI account, follow the error message instructions to fix the issue.
Make sure to check the option Settings > Artificial Intelligence > OpenAI > Chatbot.
You reached the quote limit or you are encountering billing problems with your OpenAI account. Check it at https://platform.openai.com/account/usage.
If Dialogflow is enabled, OpenAI may not work correctly because your Dialogflow agent does not have the Fallback Intent. Please verify its presence on the Intents page, and if it's missing, you can create it again by following the instructions here. To quickly check if this is the issue, you can disable Dialogflow and send a message consisting of 2-3 words. Then, check if the browser console has errors.
Make sure to read the general information.
If the training is not working as intended, for instance, if the chatbot is not responding to questions relevant to the training sources, and no training errors are being shown, there may be file permission issues. To address this, please ensure that the uploads folder includes the embeddings folder. It must exists and contains files. This issue only affects the PHP or WordPress versions, if your are using the cloud version ignore this point.
If the training is not working as intended, for instance, if the chatbot is not responding to questions relevant to the training sources, try to delete all training sources from Chatbot > Training > Informaion > Delete all training data and train the chatbot again.
If your training sources are from a website, and the website is multilingual, make sure the lang attribute of the <html> tag contains the correct language.
Delete all of your OpenAI settings, leave only the OpenAI key and try again.
Try to use the OpenAI assistant instead.
If you are using the cloud version, you can use our OpenAI key by setting Settings > Artificial Intelligence > OpenAI > Sync mode to Automatic. If this resolves your problems, it means that the issue originates from your OpenAI account. You need to purchase credits to use this option.

Google

Click the Settings > Artificial Intelligence > Google > Troubleshoot problems button and check for any error. If there is an error, it will be related to your Google account, follow the error message instructions to fix the issue.
Make sure to check the option Settings > Artificial Intelligence > Google > Dialogflow chatbot.
If your synchronization was not successful we suggest reviewing our documentation and repeating the synchronization steps to correct any errors. If needed, we provide integration services. Details at the hire us page.
You selected the wrong agent location.
Make sure are not using a mega agent.
Make sure to read the general information.

TICKETS

Tickets

The settings below are related to the Tickets App.

Cloud version installation

To display the tickets area include the cloud chat script into your page and add the attribute &mode=tickets to the script URL, e.g. <script id="chat-init" src="https://chatbot.cubik.com.my/account/js/init.js?id=65895623&mode=tickets"></script>. You can show the tickets area also by inserting the code <script>SB_TICKETS = true;</script> into any page showing the chat.

Information

Tickets are the same of chat conversations and messages, the only difference from the chat is the front-end panel.
Most of the settings of the chat are compatible with the Tickets App but not all of them. The dashboard settings, the pop-up message, and more are not compatible.
Dedicated APIs for the Tickets App are available in the API section.
To remove the mandatory 'New ticket' form for new users, activate the welcome message of Settings > Messages > Welcome message. The welcome message delay is ignored in the tickets area, the message is sent immediately..
To manually disable the mandatory registration only on a single page use the JavaScript code var SB_REGISTRATION_REQUIRED = true. Set it to true to force the registration instead.

OPENAI

OpenAI

The settings below are related to the Artificial Intelligence app.

Synchronization

Automatic sync mode

This feature is available only on the cloud version of Cubik Ai Chatbot.

The automatic sync mode is ready-to-use and does not require any additional settings.
If you want to activate the chatbot, check Settings > Artificial Intelligence > OpenAI > Chatbot.
You need to purchase credits to use this option.

Manual sync mode

The OpenAI (ChatGPT) integration gives your chatbot the ability to answer general questions about almost anything you can imagine. To start using it, follow the steps below.

Register at https://beta.openai.com/signup.
Get an API key from https://beta.openai.com/account/api-keys and paste it into Settings > Artificial Intelligence > OpenAI > API key
Enable the chatbot from Settings > Artificial Intelligence > OpenAI > Chatbot.

Information

If OpenAI is not working, click here.
If Dialogflow is active, the OpenAI query is performed only if the chatbot does not know the answer to the user's question and if the length of the user's message is greater than 4 characters.
The following settings are compatible with OpenAI: Smart reply, Human takeover, Disable for the tickets area, Disable during office hours, Bot response delay, Reply to user emails, Reply to user text messages.
The following Google settings are compatible with OpenAI: Multilingual, Multilingual via translation, Automatic translation, Language detection
If a human takes control, the OpenAI chatbot is deactivated, and is remains deactivated also if the agent goes offline. The Dialogflow chatbot continues to function whenever necessary.
The default model is gpt-3.5-turbo.
OpenAI supports the use of voice messages through speech recognition.

Settings

See information about most OpenAI settings here.

Chatbot mode

This feature is related to the Settings > Artificial Intelligence > OpenAI > Chatbot mode option. It allows you to configure the information OpenAI will use to respond to user messages.

Only general questions OpenAI will respond only to general questions and questions related to previous user messages in the same conversation, without using any information you provide. This is the default setting.
Only questions related to your sources OpenAI will only respond to questions related to the information you provide. The user messages will be ignored. You have to first train the chatbot with your sources.
All questions OpenAI will only to questions related to the information you provide, to general questions, and to questions related to previous user messages in the same conversation. You have to first train the chatbot with your sources. This is the recommended mode.
Assistant Use this mode if you are using an OpenAI Assistant.

Assistant

This features allow you to use your own Assistants created at https://platform.openai.com/assistants.

If you are using the cloud version you have to set Settings > Artificial Intelligence > OpenAI > Sync mode to Manual and use your own API key.
You can use multiple assistants by adding their IDs in Settings > Artificial Intelligence > OpenAI Assistants - Department linking and selecting Assistant in Settings > Artificial Intelligence > OpenAI > Chatbot mode. To activate an assistant, both the assistant and the conversations must be assigned to a department.
The assistant is used only for the chatbot, and smart replies, not for the message rewriting and other features.

Chatbot

The OpenAI chatbot feature functions similarly to Dialogflow, providing automated responses to user messages. Select the Chatbot mode setting to specify the questions that the chatbot is capable of responding to. Utilize the human takeover feature to enable the chatbot to redirect the chat to a human agent as necessary.

Fallback message

The fallback message is sent when OpenAI is unable to understand the user question. If the Dialogflow chatbot is enabled, the fallback message will be turned off and the Dialogflow chatbot's fallback message will be utilized instead.

Prompt

The prompt instructs OpenAI on how to respond by providing relevant information that can be utilized to answer user inquiries. To comprehend the process, refer to the example prompts listed below.

If you choose to activate the human takeover feature, you need to tell OpenAI to respond with I don't know if it is unable to provide an answer to the user's question. You should always include the following text in the prompt: Respond "I don't know", if not sure about the answer.

Prompt - Message rewriting

This prompt instructs OpenAI on how to rewrite a message when the Message rewrite button is active. This prompt should be in English. Cubik Ai Chatbot automatically add the following text when required: and use the user langauge, add greetings.

Replies from the training sources can be utilized with the prompt feature as they are compatible.

Spelling correction

This feature automatically fix any spelling mistakes in the agent's message.

Smart reply

This feature allow to enable the Smart Reply feature also if the chatbot is not active. If the chatbot is active the Smart Reply feature will use OpenAI automatically.

Dialogflow spelling correction

In the case where Dialogflow is unable to find the appropriate response to the user's message, this function verifies if there are any spelling errors. If any such errors exist, Dialogflow is prompted again with the correctly spelled version of the message for an accurate response. Although it has a higher priority, this feature can still work together with the Google search spelling correction feature.

Message rewrite button

This feature adds a button to the text field of the conversation area, click on it to rewrite your message and make it more friendly and professional. Greetings will be added automatically if there is no previous agent messages. If your language is not English, you have to edit your agent/admin profile and set the correct language.

Speech recognition

When this option is active, audio messages will be converted to written text.

You do not need to activate this feature for the chatbot to understand audio messages. The speech recognition feature of the chatbot is always enabled.
For this feature to work better, the user language should be know. To automatically detect the user's language, you can enable the language detection feature.
The text will be displayed alongside the audio player.
The generated text is compatible with the translation features.

Source links

When this option is active, the response will automatically include the links to the sources and training data used for generating the answer. To include articles as sources you have first to set the articles page in Settings > Articles > Articles page URL.

Note data scraping

When this option is active, you will see a menu in the notes panel. The menu enables the automatic extraction of specific information from the user's messages.

OpenAI parameters

Cubik Ai Chatbot allows you to adjust various OpenAI parameters such as temperature and logit_bias, for more details visit https://platform.openai.com/docs/api-reference/completions/create. Don't set any values if you don't know what these parameters do or OpenAI may stop working.

Logit bias

The Logit bias parameter must be JSON string and the keys must be strings, for example: {"2435":-100, "640":-100}.

Generate user questions

When this option is active, OpenAI will generate new user questions in real time when you open the chatbot training window.

Use conversations for training

Automatically use conversations to train the chatbot at regular intervals. You will find the training data in Chatbot > Training > Conversations. The training is done via cron job every 24 hours. Only user and agent messages are used, chatbot messages are ignored.

Make a backup of your Dialogflow agent first.
This task can take several minutes or even hours if your chatbot has a lot of Intents. Since the operation takes a long time, your server may interrupt the operation (operation timeout) before it finishes, in which case you need to click the button again. You can verify if the operation is interrupted by checking the browser console for errors.
This task is performed only once per Intent. Previously processed Intents will be ignored.
This task checks existing user expressions and does not create duplicates.
The first 5 user expressions will be used to generate new user expressions.
Since this is an automated process, we strongly recommend reviewing your Intents after the task has been completed.

Training

With this feature, your chatbot can undergo training using your website, texts, PDF documents and more. Once the training is successfully completed, the chatbot will be able to answer questions related to your contents. To access this feature, navigate to Chatbot > Training.

To initiate the chatbot training, enter the chatbot area. It is possible to enter URLs for websites, text or PDF files, or XML sitemaps.
Once the sources are set, click the Train chatbot button and await completion of the training process.

Information

You can add and manage personalized question and answers from Chatbot > Training > Q&A and from the chatbot training window.
It is only possible to upload files in PDF and TXT formats.
If you retrain the same website, you must first delete the previous website's training data; otherwise, only new URLs will be trained.
You can provide the website URL and all child URLs will be included and crawled, but with large websites, it is more efficient and less prone to errors and infinite link loops to utilize an XML sitemap instead of relying on the website URL. You can create it with a service like https://www.xml-sitemaps.com.
If you want to train your chatbot using specific pages from your website instead of all of them, you can make use of an XML sitemap. Create one using a tool like https://www.xml-sitemaps.com, and then remove the pages you do not wish to include by editing the file in a text editor. To use the XML sitemap, you need to upload it either onto your server or an external online location. Afterward, add the URL of the sitemap in Chatbot > Training > Website. If your sitemap contains more than 1000 URLs, it's advisable to split it into multiple files and train the chatbot with one file at a time to prevent server crashes.
You can upload large files and your XML sitemap with a service like https://tmpfiles.org.
As soon as the training is completed, the uploaded files are removed.
To add new training sources, simply train the chatbot again. The previous training sources will not be lost, and only the new sources will be added.
The Cubik Ai Chatbot articles are used as training sources automatically.
If you are using the cloud version, there are character limits for training the chatbot. However, if you are using the PHP or WP version, there are no limits imposed. You can view the character limits here.
The embedding model is essential for training your chatbot and handling all user messages. We currently use the text-embedding-3-small model. It is necessary for these scenarios and cannot be disabled or changed. You can find pricing information at https://openai.com/pricing. Check out the pricing for the text-embedding-3-small model in the Embedding models section.
The responses generated by OpenAI have the feature to include in the reply a link to the corresponding website page where the answer was sourced.
Go to Chatbot > Training > Information, and click the Delete all training data button to remove all previous training data for the chatbot.
The embeddings are stored as JSON files in the Cubik Ai Chatbot uploads folder and are secured using the password-by-filename approach.
To allow your chatbot to respond to questions related to real-time data, use the Google search feature.

Training via cron job

If you're using the cloud version, just enable the Settings > Artificial Intelligence > OpenAI > Training via cron job option and the cron job will be activated. You can disregard the instructions below.

To automatically train the chatbot with your website content at regular intervals, create a cron job that runs the URL [SUPPORT-BOARD-URL]/include/api.php?open-ai-training=true, or use the command */59 * * * * wget [SUPPORT-BOARD-URL]/include/api.php?open-ai-training=true to run it via a command. Replace [SUPPORT-BOARD-URL] with your Cubik Ai Chatbot URL, get it from Settings > Miscellaneous > Cubik Ai Chatbot URL. If you are using the cloud version, use this URL: https://chatbot.cubik.com.my/script/include/api.php?open-ai-training=true&cloud=API-TOKEN and replace API-TOKEN with your API token.

For the cloud version, the cron job can be executed at most once every 7 days.
We strongly recommand providing an XML sitemap instead of the website URL for performance reasons.
Automatic training is limited to websites; files, Q&A, and articles are excluded. Re-training will delete the previous website training data.

Multilingual training

If your user base is multilingual, you can train the chatbot with content in multiple languages and limit the chatbot to retrieve answers only from the sources in the user's language. To activate this feature, check the Settings > Artificial Intelligence > OpenAI > Multilingual Training Sources option.

Files Files currently support only one language.
Websites The language of the website is detected automatically. For Cubik Ai Chatbot to comprehend the language of your web pages, the <html> must contain the attribute lang.
Q&A Q&A currently support only one language.
Articles All article languages are used automatically.
Conversations If automatic translation is active, only messages in the agent's language will be used.

Q&A

The information below is related to the Question and Answers section of the chatbot training area. Add questions and answers to the chatbot to improve its performance. The chatbot will use this information to respond to user inquiries.

Question

Enter the user messages that will trigger the answer. Add as many question variations as necessary. For example the questions to the answer I'm a chatbot! could be Who are you?, What are you?, Are you a bot?.

Answer

Enter the text that will be used to answer the user question.

Function calling

Function calling allows you to connect the chatbot to external tools and systems. The chatbot will query your server and return the information from your server to the user. More details here. Our support doesn't include assistance with this feature, as it is for advanced users and requires custom code on your server. For help with this, feel free to hire us.

Parameters

URL: Enter the URL of the API endpoint that will supply the necessary values for the function.
Headers: Enter key-value header parameters, separated by commas. E.g. apikey:123345, json:true.
Properties: Enter values that the user must provide to the chatbot. For example a city, a tracking number, etc. The chatbot will ask the user for these values. If you already know all the possible values, you can enter them in the Allowed values field.

Response from your server

Your server must returns a JSON array with the values required by the chatbot. E.g. ["order_status" => "Delivered 2 hours and 25 minutes ago"].

Set data and actions

Set the specified user values when the question is asked. You will see such values in the user details panel. You can use the following merge fields to assign values extracted from the user messages. Include these fields in the answer and they will be replaced with the actual values: {language}. You can also use this feature to perform actions like assigning departments, agents, and tags to the conversation.

Flows

The information below is related to the chatbot flows area. Flows allows you to esely create conversation flows powered by the chatbot. Use them to guide the user toward a specific goal with a series of pre-defined messages.

Flow blocks

Start: Use the start block to set when the flows should start. It can be everytime the user start a new conversation, when it sends a specific message, or on page load. If you set conditions, the flow will only start when all conditions are met.
Send message: Send a message to the user.
Send button list: Send a list of buttons to the user.
Send video: Send a video to the user.
Get user details: Get the user details and store them in Cubik Ai Chatbot. You will see such values in the user details panel. You can leave the description field empty for default details, but it's required if using custom user fields.
Set data: Set the specified user values when the block is executed. You will see such values in the user details panel.
Actions: Execute the specified actions when the block is executed.
Conditions: Use it to create different branches in the flow. If the conditions are met, the flow will follow the branch set as true, otherwise the one set as false.
Rest API: Use it to send data to your server. The body must be a JSON array and the Cubik Ai Chatbot user details are automatically included in it under the sb key. Use the save response section to save specified user details with values from your server response. Use the JSON dot notation. Our support doesn't include assistance with this feature, as it is for advanced users and requires custom code on your server. For help with this, feel free to hire us.

DIALOGFLOW

Dialogflow

The settings below are related to the Dialogflow App.

Synchronization

To start using Dialogflow with Cubik Ai Chatbot follow the steps below.

Go to console.cloud.google.com and sign in.
Activate the Dialogflow API by entering Dialogflow API on the top search bar. Click Dialogflow API and then click Enable.
Create your first project by clicking the Select a project button on top-left. Name the project as you want.
Select the project and the go to Left menu > APIs and services > OAuth consent screen. Select External and click Create. In App name enter what you want, in User support email and Developer contact information enter your email. Click Save and continue.
In the scopes area, click Add or remove scopes, scroll bottom and into the Manually add scopes area enter https://www.googleapis.com/auth/dialogflow,https://www.googleapis.com/auth/cloud-language,https://www.googleapis.com/auth/cloud-translation. Click Add to table and then Update and Save and continue.
In the test users area, click Add users and add your Google email, use the same email as the currently logged in account. Click Save and continue.
Go to Left menu > APIs and services > Credentials and click Create credentials, select OAuth client ID. As Application type select Web application. Enter any name you want. In Authorised redirect URI enter the redirect URL, get it from Cubik Ai Chatbot > Settings > Dialogflow > Synchronization > Authorised redirect URI. Click Create.
Copy Client ID and Client Secret and paste them into Cubik Ai Chatbot > Settings > Dialogflow > Synchronization. Save the settings.
Click Cubik Ai Chatbot > Settings > Dialogflow > Synchronization > Synchronize. Login with the same Google account you have used till now. On the next screen click Continue. On the next screen select all scopes and click Continue.
Copy the Refresh token and paste it into Cubik Ai Chatbot > Settings > Dialogflow > Synchronization > Refresh token.
You are almost done! Now you have to enter your chatbot Project ID or Agent Name, to get it follow the steps below. Note that the app does not need to be approved by Google.

Get Project ID

Log in to the Dialogflow ES console by going to dialogflow.cloud.google.com. You must sign in with the same Google account used during the synchronization.
Click the gear icon at the top left, near the chatbot name, and open the settings area. . If you haven't created a chatbot yet, follow the instructions below to create your first bot.
Copy the Project ID .
Make sure to choose US / GLOBAL on the top left of the Dialogflow dashboard .

Get Dialogflow CX Agent Name

Log in to the Dialogflow CX console by going to https://dialogflow.cloud.google.com/cx/.
Select the project of the desidered agent and go to the agents page. You can enter the agents page by selecting the agent and by clicking the top button Agents > View all agents .
Click the options menu for the desiderate agent in click Copy name .
More details at https://cloud.google.com/dialogflow/cx/docs/quick/api#detect-intent-drest.

Chatbot Creation

If you haven't created a chatbot as of yet, follow the instructions below to create your first bot. The creation and management of your Dialogflow chatbot is handled entirely by Dialogflow. There are a lot of tutorials online that can help you create and configure your Dialogflow bot.

Create a basic chatbot

To create your first chatbot enter the Dialogflow console and create an agent. As Google project select the same project used during the synchronization.
Add a new Intent from the left menu and open it.
In the Training phrases area adds the user's question you want the chatbot to reply to, add as many variants are you can. For example, if you want to the chatbot to reply to users asking for your business address, add variants like "what is your address", "address", "where are you".
In the Responses area adds the bot answer as a text response.
You have created your first question and answer! Test if from the right area or from the Cubik Ai Chatbot chat. Add new Intents to populate your chatbot with the questions and answers you want. You can include basic pre-built questions and answers by enabling the Small Talk feature from the left menu.

Here are some great resources to help you build a more complex chatbot:

Actions

The following actions give the chatbot the ability to interact with the website autonomously on behalf of the user. To use an action go to Dialogflow, edit an Intent, and add a new Custom Payload response with the following syntax: { "ACTION-NAME": ACTION-VALUE }.

Action code	Description
{ "human-takeover": true }	Disable the chatbot for 5 minutes, notify agents, and leave the conversation marked as unread.
{ "disable-bot": true }	Disable the chatbot for 5 minutes.
{ "redirect": "URL" }	Redirect the user to the given URL. Add the value "new-window": true to open the URL in a new window.
{ "open-article": ID }	Open the article with the given ID.
{ "transcript": true }	Generate the conversation transcript as a text file and download it. Set it to email to send the transcript to the user's email, add the value message: "Your message" to include a message in the email.
{ "department": ID }	Change or set the conversation department and notify the agents.
{ "agent": ID }	Change or set the agent assigned to the conversation and notify the agent.
{ "send-email": { "recipient": "active_user", "message": "", "attachments": [] } }	Send an email to the active user or agents. Attachments syntax: [["name", "link"], ["name", "link"], ...]}. Recipient value can be active_user or agents.
{ "update-user": true }	Tells the admin area to update the user of the active conversation. Use this action in combination with other actions to update the user details of the admin area in real-time.
{ "archive-chat": true }	Archive the chat and send the close message if active.
{ "update-user-details": { "email": "", "last_name": "", "first_name": "", "extra": { "phone": ["+123456789", "Phone"] }}}	Update the details of the active user. You can update all details, including first_name, last_name, email, user_type, password You can update the user extra details, like the phone number, by entering the values into the extra key, the values must use the following syntax: "slug": [value, "label"]. Download an example here. To upload an Intent go to the Intents area and click the 3-dots menu icon on the top-right, then click Upload Intent. Start the conversation by sending the message "start".

Automatic Translation

To enable the language detection feature and automatic translation of agent messages to the language of the user, and user messages to the language of the agent, check the option Settings > Dialogflow > Automatic translation and synchronize Dialogflow. The Google account used for the Dialogflow synchronization must have billing and the cloud-translation service enabled, to do that follow the steps below:

Log in to https://console.cloud.google.com with your Google account and select the project of your Dialogflow Agent.
On the top search bar type cloud translation, select the Cloud Translation API service and enable it. Please note that this is a paid service with a free tier, additional charges may occur.
Enable the billing by clicking Left menu > Billing and by enabling a billing account with a valid payment method. Enable billing for the project of your Dialogflow agent.

Once you completed the Google account setup the automatic translations start working immediately. Here more details:

The user messages in the admin area are translated automatically in real-time to match the agent language.
The agent messages are translated automatically in real-time to match the user language.
Agents can view the original message by opening the message menu and by clicking View original message.
The agent language is based on the language user detail of the agent if set, otherwise on the browser language, or admin area language.
The user language is based on the language user detail of the user if set, otherwise on the browser language, or it can be detected with the feature Setting > Dialogflow > Language detection.

Language detection

The user message must be at least 2 words long.
Language detection is executed only for the first 2 user messages of a conversation.

Human Takeover

General information

When the human takeover is activated the chatbot is automatically disabled for as long as the agent is online. After that, the chatbot is activated again but no default fallback messages will be sent within 10 days of human takeover if the chatbot doesn't know the answer to the user's question in the same conversation. You can force a Dialogflow message to be always sent by adding to the Intent the custom Payload value "force-message": true.
The chatbot is fully activated again when the conversation is archived or deleted.
If you're using Slack, no messages will be sent if the chatbot knows the answer. Once the human takeover is active all conversation's messages are sent to Slack.
When a human agent reply to a user the human takeover is activated automatically.

Human takeover option

When the option Human takeover is active the following happens:

If enabled, the request is sent only if the message sent by the user is longer than 3 chars and contains at least two words. This optimization prevents mistaken requests.
The conversations to which the chatbot was able to answer correctly, are marked as read and moved at the bottom of the Inbox list.

When the user confirms the human takeover, or if it is automatic, the following happens:

The conversation is marked as unread and moved on top of the Inbox.
Any future user messages in the same conversation sent within 10 days of the human takeover, and without an answer from the bot, will trigger agent notifications.
If agents email notifications are active, an email notification is sent to the agent assigned to the conversation, or, if the user's conversation is assigned to a department, to the agents assigned to that department, otherwise it is sent to all offline agents.
If push notifications are active, a push notification is sent to the agent assigned to the conversation, or, if the user's conversation is assigned to a department, to the agents assigned to that department, otherwise it is sent to all offline agents.
If text message notifications are active, a text message is sent to the agent assigned to the conversation, or, if the user's conversation is assigned to a department, to the agents assigned to that department, otherwise it is sent to all offline agents.
No human takeover requests within 10 days of the human takeover will be sent in the same conversation.
If Settings > Message > Follow up message is active, the message requesting the user's email is sent only if the user does not have the email.
If Settings > Messages > Offline Message is active, the offline message is sent only if it is not office hours or if all agents are offline.
If Settings > Miscellaneous > Queue is active, the queue is activated.

Manual human takeover

You can manually trigger the human takeover by creating a new Intent with the following Custom Payload response: { "human-takeover": true }.
The manual takeover automatically notify agents via email and leave the conversation marked as unread.
To manually send a human take over request use the chips rich message with ID sb-human-takeover. Ex. [chips id="sb-human-takeover" options="Human support,Cancel" message=""].

WhatsApp, Messenger, Telegram

The make the human takeover request work on WhatsApp, Messenger, Telegram you need to create a new Intent with human-takeover as input Context, nothing as output Context, a list of the user's most common confirmation messages as Training phrases(e.g. ok, yes) and { "human-takeover": true } as Custom Payload response .

Smart Reply

Smart Reply suggests quick responses in real-time during a conversation. Once active, you will see the suggested replies in the conversation area, if any. There are two ways to populate the suggestions: via bot, via agent Assist.

Bot Suggestions

To use the bot's suggestions just sync Dialogflow normally and train the chatbot as usual. The same chatbot used for the users will be used.

Agent Assist Suggestions

Agent Assist requires techincal knowledge in order to work and it's intended only for enterprise business with a data set of at least 30.000 conversations. If you never used Agent Assist you most likely don't have the knowledge and data to use it, and so you can ignore it. More details at https://cloud.google.com/agent-assist/docs/conversation-profile.

Information

Smart reply first look for a suggestion from the bot, if there is at least one it returns the results, otherwise look for the suggestion via the agent assistant if available. The agent assistant is never used if the chatbot gives at least one hint.

OpenAI

OpenAI (ChatGPT) integration gives your chatbot the ability to answer general questions about almost anything you can imagine. To start using it, follow the steps below.

Register at https://beta.openai.com/signup.
Get an API key from https://beta.openai.com/account/api-keys and paste it into Settings > Dialogflow > OpenAI > API key

Generate user expressions - Option

When this option is active, OpenAI will generate new user expressions in real time when you open the Dialogflow Intent window by clicking the Send to dialogflow menu item of a message in a conversation.

Generate user expressions - Button

When you click the button Generate user expressions, openAI will update your Dialogflow agent and generate new user expressions for each Intent.

Make a backup of your Dialogflow agent first.
This task can take several minutes or even hours if your chatbot has a lot of Intents. Since the operation takes a long time, your server may interrupt the operation (operation timeout) before it finishes, in which case you need to click the button again. You can verify if the operation is interrupted by checking the browser console for errors.
This task is performed only once per Intent. Previously processed Intents will be ignored.
This task checks existing user expressions and does not create duplicates.
The first 5 user expressions will be used to generate new user expressions.
Since this is an automated process, we strongly recommend reviewing your Intents after the task has been completed.

Information

The OpenAI query is performed only if the chatbot does not know the answer to the user's question and if the length of the user's message is greater than 6 characters.

Google search

The Google search features give your chatbot the ability to search for answers on Google and your website and automatically correct misspelled user questions. To start using it, follow the steps below.

Register at https://programmablesearchengine.google.com/.
Create a search and setup it is as you want. We recommend to add only your website and Wikipedia if you want your chatbot to reply to general questions, leave disabled the option Search the entire web. Use the setting Entities to exclude invalid results.
Go to Edit search engine > Setup > Basic and copy the Search engine ID value, paste it in Cubik Ai Chatbot .
To get the API key visit https://developers.google.com/custom-search/v1/overview and click Get a key.

Entities

The Entities setting analyze the user's message and recognize and extract entities like cities, events, dates, and more. Use it to exclude invalid results returned by Google search. To enable this setting follow the steps below.

Log in to https://console.cloud.google.com with your Google account and select the project of your Dialogflow Agent.
Enter Cloud Natural Language API in the search bar at the top, select Cloud Natural Language API and enable the API .
Enable the billing by clicking Left menu > Billing and by enabling a billing account with a valid payment method. Enable billing for the project of your Dialogflow agent.

Information

The Google search is performed only if the chatbot does not know the answer to the user's question and if the length of the user's message is greater than 6 characters.
If the Google search returns a result, the Dialogflow context google-search is automatically activated. The context contains the attribute link which is the website's link of the Google search result. Use the context to create a new intent that provides the link, if the user sends a message like tell me more or I want to know more.
Google Search is not required to activate the spelling correction. You can disable Google Search and activate only spelling correction.
If Google Search is active, it will have priority over OpenAI.

Fulfillment

The fulfillment data sent to your webhook URL is like below:

 {
 	"responseId": "4a58fc4f...",
 	"queryResult": {
 		"queryText": "fullfilment",
 		"parameters": [],
 		"allRequiredParamsPresent": true,
 		"fulfillmentText": "Example",
 		"fulfillmentMessages": [{
 			"text": {
 				"text": ["Response"]
 			}
 		}],
 		"outputContexts": [{
 			"name": "projects/schiocco...",
 			"parameters": {
 				"no-input": 0,
 				"no-match": 0
 			}
 		}],
 		"intent": {
 			"name": "projects/schiocco...",
 			"displayName": "Fullfilment"
 		},
 		"intentDetectionConfidence": 1,
 		"languageCode": "en"
 	},
 	"originalDetectIntentRequest": {
 		"payload": {
 			"support_board": {
 				"conversation_id": "3002",
 				"user_id": "3777"
 			}
 		}
 	},
 	"session": "projects/example/agent/sessions/3777-3002"
 }

The payload and session fields contain the Cubik Ai Chatbot user ID and conversation ID.

Information

Knowledge Base

Knowledge Base are automatically enabled. Knowledge Base is a feature that gives your chatbot the ability to search within documents (such as a PDF) or web pages to find an answer. To create your first Knowledge Base, go to cloud.google.com/dialogflow/docs/knowledge-connectors

Dialogflow response

The full Dialogflow JSON response is automatically saved in the database, sb_messages, column payload.

User attachments

User attachments are sent to Dialogflow by appending the attachments to the message details in the following format:

[name:file-name.ext,url:URL,extension:file-extension]

Example:

                                    [name:archive.zip,url:https://cubik.com.my/archive.zip,extension:zip]
                                    [name:license.pdf,url:https://cubik.com.my/license.pdf,extension:pdf]

Bot attachments

To allow the chatbot to send attachments, add a Custom Payload response and insert this JSON code:

                                    { "attachments": [["name", "YOUR-LINK"], ["name", "YOUR-LINK"], ["name", "YOUR-LINK"]]}

Replace "name" with the actual name of the attachment to display and replace "YOUR-LINK" with the actual URL of the file. Images attachments are displayed automatically as images.

Rich messages

To allow Dialogflow to send rich messages, simply enter the rich message shortcode into the TEXT RESPONSE field or add a new Custom Payload response and insert this JSON code: { "rich-message": "shortcode" }. Replace "shortcode" with the rich message shortcode, to have a valid JSON code you need to replace all " chars with \". To obtain the shortcodes or to learn how to create a rich message, please click here.

Rich message response

When the user interacts with rich messages via the Cubik Ai Chatbot chat (e.g. by clicking a button), the rich message response is sent to Dialogflow in the following format: ID|response, or ID if the rich message type is registration, email, follow up, in this case the rich message values are sent as array in the queryParams['payload'] key. ID is the rich message ID, which can be set by adding the attribute id="YOUR-ID" to the shortcode. If no ID has been set, a random ID will be used instead. response is the input or selection of the user. To block Dialogflow from replying to a rich message add a new intent with ID as the only user expression and no response.

If the user is interacting with the chatbot via a messaging app (e.g. WhatsApp), the response of the rich message does not contain the rich message ID and Dialogflow contexts must be used to allow Dialogflow to understand which Intent to activate for a specific rich message response.

Get rich message response for registration, email, follow up

From Left menu > Fulfillment enable Webhooks, you only need to enter the URL of the file that will receive the Dialogflow webhook data.
Create an Intent with the ID of the rich message, for the registration form, enter registration, for the follow up form enter sb-follow-up-form, for email forms enter email.
Enable the Fulfillment for the Intent
You're done! The file of the webhook URL will receive the Cubik Ai Chatbot rich message user details.

Dialogflow chatbot optimization

If the chatbot is replying with the wrong intents, go to Dialogflow Console > chatbot Settings > ML Settings, and set the ML CLASSIFICATION THRESHOLD to a larger number, such as 0.6.

Sequential survey

To create a sequential survey like the one of the demo you need to Enter the Rich message ID in the Training phrases, check the example below.

Go to Dialogflow and create a new intent. In the Training phrases area enter the user expression survey example. In the Responses area enter the code [buttons id="test-survey-1" options="Software,Physical products,Services" title="What is your type of business?" message="Please choose the type that best suits your company." success="Your company type is "]
Create a new intent. Enter the user expression test-survey-1 and as response enter [select id="seq-survey-2" options="Priority post, Express courier, International courier" title="Shipping methods" message="Choose the preferred shipping method of your customers" success="Your customers preferred shipping method is"]
Create a new intent. Enter the user expression test-survey-2 and as response enter Thank you for completing our survey!.
You're done.

Bot training

Agents can add new Intents and chatbot responses, and add new training phrases to existing intents on the fly from the admin area by moving the mouse cursor over a message and clicking the Dialogflow Intent icon. New Intents will contain also the responses, while the update of existing intents will add new training phrases only, but not new chatbot responses. If you're using Dialogflow CX, the chatbot responses will be added to the latest flow used in the conversation if any, otherwise to the start flow.

Departments linking

Get the department IDs from Settings > Miscellaneous > departments.
Get the project IDs from the Dialogflow settings area of your agents.

More information

You can activate the chatbot via API but sending a message with no text and payload { "event": "activate-bot" }.
Supported chinese language is only Chinese - Simplified. Please use the Dialogflow language Chinese - Simplified (zh-CN) only. The languages codes zh-HK and zh-TW will not work.
The following details are sent to Dialogflow in the queryParams parameter when detecting an intent: conversation_id, user_id.
To trigger the welcome event in Dialogflow CX, create a Event Handler and insert Welcome as Custom Event.
Cubik Ai Chatbot articles are synchronized automatically with the Dialogflow knowledge base.
Use the JS variable SB_DIALOGFLOW_AGENT = "AGENT ID" to change the default Dialogflow agent, replace "AGENT ID" with the project ID.

The settings below are related to the WhatsApp app.

Installation

From Settings > Apps, click WhatsApp and enter your license key to install and activate the app. If you have the cloud version the app is already active.

WhatsApp Cloud API Setup

Create a Developer account and a new Facebook app as described at https://developers.facebook.com/docs/whatsapp/cloud-api/get-started#set-up-developer-assets.
In Cubik Ai Chatbot > Settings > WhatsApp > Cloud API > Secret key enter a random string then go to https://developers.facebook.com/apps and select your app. Click Add product and add WhatsApp, then go to WhatsApp > Configuration and in Webhook URL enter the URL you get from Cubik Ai Chatbot > Settings > WhatsApp > Cloud API > Configuration URL. In Verify token enter the secret key you previously entered in Cubik Ai Chatbot. Click Verify and save, click Webhook fields > Manage, enable the following Webhook fields: messages.
In Cubik Ai Chatbot > Settings > WhatsApp > Cloud API > Token enter the test token for testing, and follow the instructions below for getting the permanent access token.
- Visit https://business.facebook.com and go to Left menu > Settings > More system settings, then go to Users > System Users to view the system user you created, or create a new one. Click on that user and select Add Assets. The system user needs to be an admin.
- Click Left menu > Apps and under Select Assets and choose your app. Enable Develop App for that app and save.
- Click Generate Token and select your app, enable the following permissions: whatsapp_business_management, whatsapp_business_messaging, business_management. Click Generate Token and save. Paste the token in Cubik Ai Chatbot > Settings > WhatsApp > Cloud API > Token.
To get the Phone ID enter https://developers.facebook.com, select your app and go to Left menu > WhatsApp > Getting started.
You can test the integration from https://developers.facebook.com, select your app and go to Left menu > WhatsApp > Getting started.

360dialog Account Setup

Go to https://www.360dialog.com/ and create a new account.
Enter your dashboard and from Left menu > WhatsApp Accounts generate the API key and copy and paste it in Cubik Ai Chatbot > Settings > WhatsApp > 360dialog settings.
Click Cubik Ai Chatbot > Settings > WhatsApp > 360dialog settings > Synchronize now.
Done! Cubik Ai Chatbot should start receiving the WhatsApp messages sent to your number, and you can reply to those messages from Cubik Ai Chatbot .
Note that you can also use the free sandbox account for testing, more details at https://docs.360dialog.com/whatsapp-api/whatsapp-api/sandbox. The sandbox account has limitations and some features, such as media attachments, will not work.

Twilio Account Setup

Go to https://www.twilio.com and create a new account.
Verify your phone number.
Complete the form and choose WhatsApp, Alerts & Notifications, With no code at all, 3rd party integrations.
From the Twilio console copy ACCOUNT SID and AUTH TOKEN and paste them into Cubik Ai Chatbot > Settings > WhatsApp > Twilio settings, save the changes.
You will now set up a free test account to run some tests and make sure the integration works with Cubik Ai Chatbot . From the left menu click Messaging > Settings > WhatsApp sandbox settings and enter into WHEN A MESSAGE COMES IN and STATUS CALLBACK URL the URL of Cubik Ai Chatbot , get it from Cubik Ai Chatbot > Settings > WhatsApp > Twilio settings > Get configuration URL. Mind that localhost will not work, you need a public URL and a live server.
From the left menu click Messaging > Try it out > Send a WhatsApp message. Follow the instructions and send the message with the code to the WhatApp number provided. Click the next buttons until the configuration is complete.
Done! Cubik Ai Chatbot should start receiving the WhatsApp messages sent to the sandbox account, and you can reply to those messages from the Cubik Ai Chatbot .
To publicly use the WhatsApp integration with your customers you need to update your account and enable billing, you can do that here. After that you will need to purchase a Twilio number, which will be the phone number of your official WhatsApp Business account. More details here. You cannot use the phone number of your existing WhatsApp Business account, you must use a Twilio number. More details here.

Fallback messages

As for WhatsApp Business Policy, you cannot send outbound marketing and solicitation messages to end users. End user users must reach out to you first. You have 24 hours from when the end user's message was sent from WhatsApp to reply to the message. If you want to send a message after 24 hours from the last user's message you need to use the text message fallback or WhatsApp template message.

Text message fallback

To enable the text message fallback you must set up the SMS in Settings > Notifications > Text message notifications.
More details here

WhatsApp Template Messages

A WhatsApp Template Message is a message format that you can use over and over again to message users once they have opted-in and given your app permission to send them messages. You can not Enter the original message into the template, you must use it to notify the user of a new message and instruct him on how to view it, for example by providing a link to your website where the chat is shown.

WhatsApp Cloud API

To get the Template name and manage the templates visit https://business.facebook.com and go to Left menu > Settings > More system settings, then go to Accounts > WhatsApp accounts > Settings and click WhatsApp Manager.
In Template languages enter all the language codes supported by your template, separated by commas. If a language is not found the fist language code is used instead. Language codes list here (copy only the language code, e.g. it, es, en_US).
In Header parameters and Body parameters enter the supported merge fields separated by commas, e.g. {recipient_name}, {conversation_url_parameter}. The number of parameters entered here must match the number of parameters of the template. Use this feature if your template uses dynamic values. Order is important, the first merge field will be used as the first template parameter.

Twilio

Enter the template code into Cubik Ai Chatbot > Settings > WhatsApp > Template fallback If you're using the Twilio sandbox for testing you can use pre-approved templates like Your {{1}} code is {{2}}, you can replace the variables with the Cubik Ai Chatbot ones like {recipient_name}, for example, Your {recipient_name} code is {recipient_email}. More details here.

360dialog

Get the Namespace value from Left menu > WhatsApp accounts > Details.
Get Template name and Template default language from your 360dialog templates area.
In Custom parameters Enter the supported merge fields separated by commas, example: {recipient_name}, {conversation_url_parameter}. Use this feature if your template uses dynamic values. Order is important, the first merge field will be used as the first template dynamic value.
Cubik Ai Chatbot will try to use the template with the same language as the user, if it is not available, it will use the template with the default language. The following template languages are not compatible: en_GB(use en_US), pt_PT(use pt_BR), zh_HK and zh_TW(use zh_CN), es_AR and es_MX(use es_ES).

WhatsApp shop

To displays the products of your shop use the merge fields below.

Merge field	Description
{catalog id="123" product_id="123" body="" footer=""}	Display a single product. Replace id with the catalog ID and product_id with a product ID. The attributes body and footer are optional.
{catalog id="123" product_id_1_1="123" product_id_1_2="123" product_id_2_1="123" section_1="" section_2="" header="" body="" footer=""}	Display multiple products. Replace id with the catalog ID. Add products by grouping them into sections, via the attributes product_id_[A]_[B], replace [A] with the section index, starting from 1, replace [B] with the product index, starting from 1 for each section. You must also add the attribute section_[A]="" for each section, replace [A] with the section index. The attributes header and body are required, footer is optional.

Merge field

Description

{catalog id="123" product_id="123" body="" footer=""}

Display a single product. Replace id with the catalog ID and product_id with a product ID. The attributes body and footer are optional.

{catalog id="123" product_id_1_1="123" product_id_1_2="123" product_id_2_1="123" section_1="" section_2="" header="" body="" footer=""}

Display multiple products. Replace id with the catalog ID. Add products by grouping them into sections, via the attributes product_id_[A]_[B], replace [A] with the section index, starting from 1, replace [B] with the product index, starting from 1 for each section. You must also add the attribute section_[A]="" for each section, replace [A] with the section index. The attributes header and body are required, footer is optional.

When the user sends the order, the order information is sent to the URL specified in Settings > WhatsApp > Order webhook. The page at that URL should process the order and send a message to the user via the PHP API function sb_whatsapp_send_message().

More information

If you does not receive WhatsApp messages make sure you are not assigning the WhatsApp conversations to a department and that the WhatsApp number used for testing is not a phone number of a Cubik Ai Chatbot admin or agent. Also, make sure you setup correctly the WhatsApp webhook URL.
If you can not send messages, an error should appear in the admin area when you try to send a message to the user.
We cannot provide support for Twilio or 360dialog configuration, including all related issues.
We cannot provide support in getting your WhatsApp account or WhatsApp message template approved.
WhatsApp conversations and messages are compatible with routing and queue.
If you are testing with the sandbox and after 72 hours you can no longer send messages to your phone number you must link again your phone number to your sandbox.
If you send chips, buttons or select rich messages, with more than 3 options, you can use the whatsapp="Your menu text" shortcode attribute to set the text of the WhatsApp message menu.

MESSENGER

Messenger

The settings below are related to the Messenger app.

Installation

From Settings > Apps, click Messenger and enter your license key to install and activate the app. If you have the cloud version the app is already active.
Once the App is installed go to Settings > Messenger and click Start synchronization.
Complete the synchronization by choosing at least 1 Facebook page and enter the returned information in Settings > Messenger > Facebook pages.
You're done. All messages sent to the Facebook pages and Instagram accounts you selected will appear in the conversation admin area of Cubik Ai Chatbot .

Instagram

To link Instagram to your Facebook page and Cubik Ai Chatbot follow the steps below.

Enter the Settings area of your Facebook Page and click Left Menu > Instagram (https://www.facebook.com/YOUR-PAGE-SLUG/settings/).
Click Connect account and complete the setup.
Sync Messenger with Cubik Ai Chatbot again and you're done.

More information

If you don't receive Instagram messages make sure to enable Settings > Privacy > Messages > Connected tools - Allow access from your Instagram mobile app. Also, make sure your Instagram account is not setup as a professional account, it must be a business account.
Every Cubik Ai Chatbot user has only 1 Facebook and Instagram conversation.
Cubik Ai Chatbot rich messages are automatically converted to Facebook rich messages when possible, some part of the rich message could be removed or changed.
Only private Facebook messages will get sent to your team inbox. If someone posts a Facebook message on your wall it won't appear in your team inbox.
When someone sends a message to your company Facebook page or Instagram account they will get designated as a lead in Cubik Ai Chatbot . You'll only be able to see the user's Facebook or Instagram name and profile picture.
Messenger conversations and messages are compatible with routing and queue.
Dialogflow is supported for Facebook and Instagram, including the following features: Human takeover, Cubik Ai Chatbot rich messages, language detection and chatbot language switcher.
Follow-up message is supported, but the delay setting is ignored, the message is sent instantly.
Offline message is supported, but the timetable is not sent.
Only 1 Facebook account can be synchronized, to link pages from multiple Facebook accounts, the account synchronized in Cubik Ai Chatbot must be an admin of all Facebook pages of the other Facebook accounts.

TWITTER

Twitter

The settings below are related to the Twitter app.

Installation

Register at https://developer.twitter.com. Make sure to verify your phone at https://twitter.com/settings/phone or the registration will fail.
Create your first app by entering the app name and clickGet keys, copy API Key (Consumer key) and API Key Secret (Consumer secret) and paste them in Cubik Ai Chatbot > Settings > Twitter.
Request the Elevated access from https://developer.twitter.com/en/portal/products/elevated. Click Apply for Elevated and complete the form as follow: In the first area In your words and in Will your app use Tweet, Retweet, Like, Follow, or Direct Message functionality? enter I need access to the Account Activity API to start receiving Twitter Direct Messages to my chat software(Cubik Ai Chatbot ) and to reply to them directly from Cubik Ai Chatbot , details at https://cubik.com.my/twitter. Disable all the other fields by clicking No: Are you planning to analyze Twitter data?, Do you plan to display Tweets or aggregate data about Twitter content outside Twitter?, Will your product, service, or analysis make Twitter content or derived information available to a government entity?
Wait a few days for Twitter to review and approve the Elevated access, you will receive an email from Twitter.
Once you have Elevated access, enter the developers dashboard (https://developer.twitter.com/en/portal/dashboard) and from the left menu click Products > Premium > Dev environments and under Account Activity API / Sandbox click Set up dev environment, in Dev environment label enter sb or the same value entered in Settings > Twitter > Synchronization > Dev environment label.
Enter your app Settings area from Left menu > Projects & Apps > Your project > Your app and under User authentication settings click Set up and activate OAuth 1.0a. In App permissions check Read and write and Direct message, in Callback URI / Redirect URL enter the URL you get from Cubik Ai Chatbot > Settings > Twitter > Get callback URL, in Website URL enter your website URL.
Enter your app Keys and tokens area from Left menu > Projects & Apps > Your project > Your app > Keys and tokens and under Authentication Tokens generate Access Token and Secret, copy and paste them in Cubik Ai Chatbot > Settings > Twitter.
Enter your Twitter profile username in Cubik Ai Chatbot > Settings > Twitter > Your username. Get it from your Twitter profile page, copy the name starting with @ or the URL part containing your username. Ex. https://twitter.com/1.
Save the Cubik Ai Chatbot settings and click the button Cubik Ai Chatbot > Settings > Twitter > Subscribe and you're done. All messages sent to your Twitter account will be received by Cubik Ai Chatbot .

More information

If you receive duplicate messages, the Twitter account you are using for testing may be the same as the one you synced. Try sending a message from another Twitter account.
Use a live domain, localhost is not supported.
When a message is received from a Twitter user you may send up to 5 messages in response within a 24 hour window. No messages can be sent after 24 hours of receiving the Twitter message.
You can send maximum 3 or 4 attachments depending by the media type.
The following Cubik Ai Chatbot rich messages are not supported: images slider, slider, card.

GOOGLE BUSINESS MESSAGES

Google Business Messages

The settings below are related to the Google Business Messages app.

Installation

In Cubik Ai Chatbot > Settings > Business Messages > Synchronization > Client token enter a random string and save.
Open the Business Communications Developer Console (https://business-communications.cloud.google.com) and sign in with your Business Messages Google account.
Click Partner account settings on top.
Configure the Webhook by entering the Webhook URL and the Client token and save the changes, get the values from Cubik Ai Chatbot > Settings > Business Messages > Synchronization.
Enter back into the Business Communications Developer Console (https://business-communications.cloud.google.com) and open your partner account.
Click Service account from the left menu and create a new key, download the key and open it with a text editor such as Notepad, copy private_key, client_email, and paste the values in Cubik Ai Chatbot > Settings > Business Messages > Synchronization.
You are done! To test your agent visit https://business-communications.cloud.google.com/console, click your brand to enter your brand Overview area, under Agent information > Agent test URLs click on the button suitable for your mobile device and open the link from your mobile device.

More information

The values of chips, buttons and select rich messages must have a maximum of 25 characters, and the maximum 13 values are allowed.
Avatar image must be a JPG image of 1024x1024px with a maximum size of 50KB.

The settings below are related to the Telegram app.

Installation

Go to the admin area of Cubik Ai Chatbot , then go to Settings > Apps > Telegram, and enter the Envato purchase code to install and activate the app. If you have the cloud version the app is already active.
Go here: https://t.me/botfather.
If you have already created a Telegram bot in the past, type the command /mybots and open your bot, then click API token.
If you never created a Telegram bot before, type the command /newbot to create a new bot. The BotFather will ask you for a name and username, enter them and generate the authentication token. More details at https://core.telegram.org/bots.
Copy the token and paste it into Cubik Ai Chatbot > Telegram > Token, then click Synchronize now. Your website must use HTTPS (SSL certificate), HTTP is not supported.
You're done. All messages sent to your Telegram bot will appear in the conversation admin area of Cubik Ai Chatbot.

More information

Cubik Ai Chatbot rich messages are automatically converted to Telegram rich messages when possible, otherwise they are removed from the message.
Telegram conversations and messages are compatible with routing and queue.
Dialogflow is supported, including the following features: Human takeover, Cubik Ai Chatbot rich messages, language detection and chatbot language switcher.
Follow-up message is supported, but the delay setting is ignored, the message is sent instantly.
Offline message is supported, but the timetable is not sent.

VIBER

Viber

The settings below are related to the Viber app.

Installation

From Settings > Apps, click Viber and enter your license key to install and activate the app. If you have the cloud version the app is already active.
Create the bot at https://partners.viber.com/account/create-bot-account.
Copy the token and paste it into Cubik Ai Chatbot > Viber > Token, then click Synchronize now. Your website must use HTTPS (SSL certificate), HTTP is not supported.
You're done. All messages sent to your Viber bot will appear in the conversation admin area of Cubik Ai Chatbot.

More information

Cubik Ai Chatbot rich messages are automatically converted to Viber rich messages when possible, otherwise they are removed from the message.
Viber conversations and messages are compatible with routing and queue.
Dialogflow is supported, including the following features: Human takeover, Cubik Ai Chatbot rich messages, language detection and chatbot language switcher.
Follow-up message is supported, but the delay setting is ignored, the message is sent instantly.
Offline message is supported, but the timetable is not sent.

SLACK

Slack

The settings below are related to the Slack App.

Synchronization

To sync Slack click the button Start synchronization of the Settings > Slack area and follow the instructions.

Having Problems?

The synchronization of Slack may not be successful for a number of reasons; below are the most common ones:

Problem description	Solution
You can receive messages on Slack, but you cannot send messages from Slack to Cubik Ai Chatbot	Navigate to //apps/slack/post.php from your browser. If you receive a 403 - Forbidden error, you will need to contact your web hosting provider and ask them to set the correct file permissions for this file and/or to add a Firewall role to prevent the firewall from blocking the file. It must be allowed to be executed freely without any restrictions. Also, in Workspace Settings > Permissions, you must allow anyone to create public channels. If you have further issues please contact the Slack support team at https://api.slack.com/support.
Slack sync not working	Double check whether or not you chose a public Slack channel when you attempted to synchronize Slack. If you did not, try syncing Slack once again, this time choosing a public channel instead. The general channel is a good option.

Problem description

Solution

You can receive messages on Slack, but you cannot send messages from Slack to Cubik Ai Chatbot

Navigate to //apps/slack/post.php from your browser. If you receive a 403 - Forbidden error, you will need to contact your web hosting provider and ask them to set the correct file permissions for this file and/or to add a Firewall role to prevent the firewall from blocking the file. It must be allowed to be executed freely without any restrictions. Also, in Workspace Settings > Permissions, you must allow anyone to create public channels. If you have further issues please contact the Slack support team at https://api.slack.com/support.

Slack sync not working

Double check whether or not you chose a public Slack channel when you attempted to synchronize Slack. If you did not, try syncing Slack once again, this time choosing a public channel instead. The general channel is a good option.

Manually archive channels

To archive a channel in Slack, follow these steps:

Open the Slack channel you want to archive.
On the top right click the gear icon and select Additional options.
Click the info icon in the top right area of the screen, then click the More icon, and then click Additional options.... Click Archive this channel.

Departments linking

Get the department IDs from Settings > Miscellaneous > departments.
Get the channel IDs by clicking the button Get channel IDs.

User fields

The setting Settings > Slack > User fields allows you to choose which user details to include in the message sent to the main channel when a new user sends the first message. You can include the slug of your custom user details or the following slugs: browser, browser_language, location, email, user_type, token, creation_time, country_code, current_url, os, city, address, postal_code, phone, birthdate, company, timezone, website. Default: email, browser, browser_language, location.

Information

When a new user sends the first message, a Slack message with the user details and a button to join the user's channel is sent to the main channel selected during the synchronization, or to the channel linked to the conversation's department. Only the Slack account used during the synchronization will automatically join the user's channel, other Slack members will have to join it manually via the button.
When Settings > Slack > Agent linking is set, if the conversation is assigned to a department, only agents assigned to that department will receive the message, if the conversation is assigned to a single agent only that agent will receive the message.
Slack is free to use. Only large companies may need a paid subscription plan, more details here.
Push notifcations are compatible with Slack, when agents send messages via Slack, Push notifications are sent to users.
If you're using Dialogflow, no messages will be received in Slack if the chatbot knows the answer. Once the human takeover is active all conversation's messages are sent to Slack.
The Slack app is compatible with email piping and the messaging apps.
Deleting or leaving a channel is not supported, only archiving a channel is supported.
When a conversation is archived in Cubik Ai Chatbot , the linked Slack channel is also archived.
When replying via Slack to a user, if the user is notified by email or text message, a Slack message is sent to notify you.
Use the Slack command /archive to archive a conversation from Slack.

Zendesk

The settings below are related to the Zendesk App.

Installation

Get the domain from the URL of your Zendesk admin area, copy the first part of the URL: https://domain.zendesk.com/. For example, the domain of https://.zendesk.com/agent/get-started/ticketing-system/ticketing-intro is .
Get the API key from Left menu > Admin > Channels > API > Settings. Click Add API token.
The email is your Zendesk account email.

More information

Tickets converted by Cubik Ai Chatbot are automatically synchronized when new messages are sent and received in Cubik Ai Chatbot , and they are linked to an existing Zendesk user if any, otherwise a new Zendesk user is created.
Cubik Ai Chatbot links Zendesk users to Cubik Ai Chatbot users via email or phone number.

LINE

The settings below are related to the LINE app.

Installation

Login at https://developers.line.biz/console/ or create a new account.
Create a new Provider and then a new Messaging API channel, select Messaging API as channel type
From the channel Basic settings area copy Channel secret and paste it into Cubik Ai Chatbot > Settings > Line > Synchronization > Channel secret.
From the channel Messaging API area generate a Channel access token (long-lived), copy it and paste it into Cubik Ai Chatbot > Settings > Line > Synchronization > Access token.
Enter your Webhook URL into Webhook URL and click Verify. Get the Webhook URL from Cubik Ai Chatbot > Settings > Line > Synchronization > Webhook URL.
Enable Use webhook.
Scane the QR code with your LINE mobile app to start writing to your channel.
You're done. All messages sent to your LINE bot account will appear in the conversation admin area of Cubik Ai Chatbot.

More information

You have 7 days from when the end user's message was sent from WhatsApp to reply to the message.
Stickers are not supported.
Cubik Ai Chatbot rich messages are automatically converted to LINE rich messages when possible, otherwise they are removed from the message.
LINE conversations and messages are compatible with routing and queue.
Dialogflow is supported, including the following features: Human takeover, Cubik Ai Chatbot rich messages, language detection and chatbot language switcher.
Follow-up message is supported, but the delay setting is ignored, the message is sent instantly.
Offline message is supported, but the timetable is not sent.

WECHAT

WeChat

The settings below are related to the WeChat app.

Installation

From Settings > Apps, click WeChat and enter your license key to install and activate the app. If you have the cloud version the app is already active.
Visit https://mp.weixin.qq.com/cgi-bin/readtemplate?t=register/step1_tmpl&lang=en_US and register a Service account.
After the registration enter Official accounts area and from the left menu click Settings and development > WeChat verification. You must complete the verification, it takes a few weeks and costs USD 99, or CNY 300 for chinese entities.
From the left menu click Settings and development > Basic configuration and copy Developer ID(App ID), Developer Password(App Secret). Paste the information into Cubik Ai Chatbot > Settings > WeChat.
From the left menu click Settings and development > Basic configuration and complete the server configuration (服务器配置(已启用). In Server Address(URL) enter the URL you get from Cubik Ai Chatbot > Settings > WeChat > Synchronization > Get configuration URL. In Token insert any value you want, the same value must be entered in Cubik Ai Chatbot > Settings > WeChat > Token.
You're done. All messages sent to your WeChat account will appear in the conversation admin area of Cubik Ai Chatbot.

More information

If you receive an error like {"errcode":41001,"errmsg":"access_token missing rid: 631111-470b3b22-48553870"} you need to whitelist your server IP address from Official Account > Settings and Development > Basic Configuration > IP whitelist.
WeChat files and location attachments are not supported and are not received by Cubik Ai Chatbot.
Links are not supported in WeChat, they are converted to texts.
Cubik Ai Chatbot rich messages are automatically converted to WeChat rich messages when possible, otherwise they are removed from the message.
WeChat conversations and messages are compatible with routing and queue.
Dialogflow is supported, including the following features: Human takeover, Cubik Ai Chatbot rich messages, language detection and chatbot language switcher.
Follow-up message is supported, but the delay setting is ignored, the message is sent instantly.
Offline message is supported, but the timetable is not sent.

CLOUD VERSION

Cloud version

The information in this section is exclusively related to the cloud version of Cubik Ai Chatbot, accessible at https://chatbot.cubik.com.my.

Credits

Credits are used only in the cloud version of Cubik Ai Chatbot. Credits are used by the following functions, only in Automatic sync mode. The Manual sync mode doesn't use credits. If you do not want to use credits, you can use the Manual sync mode and your API keys.

Artificial Intelligence > Google > Dialogflow chatbot and Automatic Translations, Language detection, Multilingual via translation.
Artificial Intelligence > OpenAI > Chatbot and Spelling correction, Message rewrite button, Speech recognition.

Pricing

Credits must be purchased from https://chatbot.cubik.com.my/account?tab=membership. Here are the costs of functions that use credits.

Dialogflow ES $0.004 per request.
Dialogflow CX $0.014 per request.
Dialogflow ES Audio Message $0.000866 per second of audio.
Dialogflow CX Audio Message $0.002 per second of audio.
Google Translations $0.00004 per char.
OpenAI gpt-3.5-turbo-instruct $0.000004 per token.
OpenAI gpt-3.5-turbo $0.000004 per token.
OpenAI gpt-4 $0.00012 per token.
OpenAI gpt-4-32k $0.00024 per token.
OpenAI text-embedding-3-small $0.00000004 per token.
OpenAI audio-to-text whisper $0.0002 per second of audio.

Information

When your credits run out, if the automatic recharge is not enabled, you will be notified via email. You will receive a maximum of two email notifications. Activate the automatic recharge to prevent running out of credits.
When automatic recharge is enabled, the credit will be recharged once it falls below 1.

Information

You can find your API token at https://chatbot.cubik.com.my/account/?tab=installation.
You can switch between accounts without having to sign out and in by adding the accounts in Settings > Admin > Switch accounts.
The cloud version is hosted on our Amazon AWS server.
If you are experiencing a white screen while accessing the cloud version, add the URL attribute reset-login to the URL and open it again. E.g. https://chatbot.cubik.com.my/?reset-login.

MORE SETTINGS

More settings

This section contains help for other settings not listed above.

Progressive Web App

The Cubik Ai Chatbot admin area is a PWA, which means that you can install it on desktop, Mac, or mobile devices and use it like a fully-functional app. Note: This feature is optimized for Google Chrome.

Desktop installation

Enter in your admin area (e.g. https://chatbot.cubik.com.my/), and click the + icon on the top right of the URL bar of your Chrome browser.

Mobile installation

Enter in your admin area with Google Chrome (e.g. https://www.your-site.com//admin.php)
Open your browser's settings.
Scroll down and tap Add to Home screen.
Confirm by tapping Add.

Keyboard shortcuts

Admin area keyboard shortcuts are enabled on both PC and MAC and work as follows:

Shortcut	Description
ENTER or SPACE	Confirm or close a dialog alert; the same as clicking OK.
ESC or CANCEL	Decline a dialog alert and close it.
SHIFT + ENTER or CTRL + ENTER	Add a line break to a message. This only works for the admin editor.
ESC	Close a lightbox.
CANCEL	In the admin conversations area, archive a conversation, or delete it.
CTRL + UP/DOWN ARROW	In the admin conversations area, navigate between the conversations of the list.
CTRL + RIGHT/LEFT ARROW	In the admin users area, navigate between the users.
CTRL + V	Paste an image from the clipboard and send it as message.

Logs

The log file is saved in the Cubik Ai Chatbot installation directory.
The logs record the following actions of agents and administrators: message sent, message deleted, conversation archived, conversation deleted, conversation restored, conversation assigned to an agent, conversation assigned to a department, user updated, user deleted.

Supervisor

Supervisors must be administrators.
Add multiple supervisors by adding comma separated admin IDs.

URL parameters

Front-end chat

URL parameters allow the chat to perform specific actions on page load. To use them, append the URL parameters below to any URL on your website that displays the chat. Ex. https://example.com/?conversation=1234

URL parameter	Description
?token=TOKEN	Login an existing user. Replace TOKEN with the user's token.
?conversation=ID	Open a conversation. Replace ID with the conversation ID. The attribute token is required for not logged in users.
?chat=open	Open the chat.

Admin area

URL parameters allow the administration area to perform specific actions on page load. To use them, append the URL parameters below to your admin URL. Ex. https://example.com//admin.php?conversation=1234

URL parameter	Description
?conversation=ID	Open a conversation of the conversations area. Replace ID with the conversation ID.
?user=ID	Open the profile box of a user. Replace ID with the user ID.
?setting=ID	Open a setting of the settings area. Replace ID with the setting ID.
?report=ID	Open a report of the reports area. Replace ID with the report ID.
?area=name	Open an area of the admin. Replace name with: conversations, users, settings, reports.

Zapier

Integrate Zapier with Cubik Ai Chatbot by following the steps below. Integration is based on the Cubik Ai Chatbot webhooks, each webhook is a Zapier trigger, so you have 15+ Zapier triggers available, for more details visit the webhooks page.

Go to https://developer.zapier.com/ and login, or register a new account.
Create a new integration by clicking Start a Zapier Integration, or visit https://developer.zapier.com/app/new. Fill in all required fields, like name and description, and click Create, you can enter any text you want, but keep the name of the app in mind because you will need it later.
From the left menu click Triggers and then Add Trigger.
Fill in all required fields, like key and description, and click Save And Continue, you can enter any text you want.
On top click API Configuration, choose REST Hook as Trigger Type, and click Save.
Go back to the Settings area of the trigger, or go to https://zapier.com/app/zaps, and click Create a Zap.
Search for your newly created app by entering the app name and click it. In Trigger Event select your trigger and click continue.
Copy the Webhook URL, click Continue, and then enter the Cubik Ai Chatbot admin area and enter it into Settings > Miscellaneous > Webhooks > URL, activate the webhooks, save the settings and reload Cubik Ai Chatbot .
Make something to trigger a webhook like sending a message, or creating a new user, then go back to Zapier and click Test Trigger and you should see the Cubik Ai Chatbot webhook data. Click Continue.
Click the right button Filters and set up the filter in order to trigger the integration only if a variable exists. You need the filter because Cubik Ai Chatbot will send all webhooks to all zaps. Example: if your zap wants to integrate the messages of Cubik Ai Chatbot , you will need to set the filter to continue only if the variable message exists.
Click Continue, or + and add your integration.
To use multiple zaps and webhooks you will need to update Settings > Miscellaneous > Webhooks > URL and add the new zap IDs, separated by commas. Example: if you have two zaps with URLs https://hooks.zapier.com/hooks/catch/10352851/bbad21f/ and https://hooks.zapier.com/hooks/catch/10352851/aaaa66t/, the URL must be https://hooks.zapier.com/hooks/catch/10352851/bbad21f,aaaa66t/.

Installing Cubik Ai Chatbot

Manage Conversations

Information

Text Editor and Automated Messages Features

Merge fields

Rich Messages

How it works:

Create and send

Message is displayed

User's response is submitted

Rich Messages

Global parameters

Rich message response

Custom rich messages

HTML codes

Attachments

Manage Users

Search users

Delete users

Additional user table columns

User types

Manage Agents

Information

Settings

Office Hours

More information

Knowledge Base Articles

Display articles

More information

Language and Translations

Edit translations

Chat language

Information

Departments

Settings

How it works

How to assign a department

Queue

More information

How to test the queue

Routing

Information

Manual routing

Email piping

Activation

Information

Pusher

Activation

Information

Direct messages

General

Direct chat message

Direct email

Direct text messages

Automations

Newsletter

Mailchimp

Sendinblue

SendGrid

Elastic Email

Campaign Monitor

HubSpot

Moosend

GetResponse

ConvertKit

ActiveCampaign

MailerLite

Mailjet

Amazon Web Services

Amazon S3

Notifications

Email notifications

Email notifications for admin and agents

Email notifications for users

Create the email

Problems?

Push notifications

Activation

Activation for users

Information